JGP 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 | $362K | Hold |
853
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $308K | Sell |
853
-32
| -4% | -$11.6K | 0.04% | 153 |
|
|
2024
Q4 | $355K | Hold |
885
| – | – | 0.05% | 146 |
|
|
2024
Q3 | $332K | Hold |
885
| – | – | 0.04% | 146 |
|
|
2024
Q2 | $323K | Buy |
885
+103
| +13% | +$37.5K | 0.05% | 143 |
|
|
2024
Q1 | $264K | Sell |
782
-234
| -23% | -$78.9K | 0.04% | 152 |
|
|
2023
Q4 | $308K | Buy |
1,016
+141
| +16% | +$42.7K | 0.05% | 143 |
|
|
2023
Q3 | $233K | Buy |
+875
| New | +$233K | 0.04% | 143 |
|