JFG Wealth 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 | $648K | Hold |
1,527
| – | – | 0.14% | 33 |
|
|
2025
Q1 | $551K | Sell |
1,527
-5,188
| -77% | -$1.87M | 0.13% | 46 |
|
|
2024
Q4 | $2.7M | Sell |
6,715
-213
| -3% | -$85.5K | 0.62% | 15 |
|
|
2024
Q3 | $2.6M | Buy |
6,928
+5,401
| +354% | +$2.03M | 0.71% | 16 |
|
|
2024
Q2 | $557K | Hold |
1,527
| – | – | 0.16% | 33 |
|
|
2024
Q1 | $515K | Hold |
1,527
| – | – | 0.14% | 31 |
|
|
2023
Q4 | $463K | Hold |
1,527
| – | – | 0.13% | 43 |
|
|
2023
Q3 | $406K | Hold |
1,527
| – | – | 0.13% | 22 |
|
|
2023
Q2 | $420K | Hold |
1,527
| – | – | 0.13% | 22 |
|
|
2023
Q1 | $373K | Buy |
1,527
+271
| +22% | +$66.2K | 0.13% | 17 |
|
|
2022
Q4 | $269K | Sell |
1,256
-3,470
| -73% | -$743K | 0.09% | 26 |
|
|
2022
Q3 | $994K | Buy |
4,726
+3,470
| +276% | +$730K | 0.33% | 24 |
|
|
2022
Q2 | $274K | Hold |
1,256
| – | – | 0.1% | 28 |
|
|
2022
Q1 | $349K | Buy |
+1,256
| New | +$349K | 0.1% | 25 |
|