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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$486K Hold
2025
Q2
$440K Hold
2025
Q1
$374K Hold
2024
Q4
$416K Hold
2024
Q3
$389K Sell
2024
Q2
$382K Hold
2024
Q1
$353K Hold
2023
Q4
$317K Buy