JBR Co Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Hold
1,037
0.22% 76
2025
Q1
$374K Hold
1,037
0.22% 81
2024
Q4
$416K Hold
1,037
0.25% 73
2024
Q3
$389K Sell
1,037
-10
-1% -$3.75K 0.25% 72
2024
Q2
$382K Hold
1,047
0.27% 68
2024
Q1
$353K Hold
1,047
0.28% 69
2023
Q4
$317K Buy
+1,047
New +$317K 0.3% 66