Kelleher Financial Advisors’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 | $290K | Hold |
682
| – | – | 0.1% | 111 |
|
|
2025
Q1 | $246K | Hold |
682
| – | – | 0.1% | 109 |
|
|
2024
Q4 | $274K | Buy |
682
+69
| +11% | +$27.7K | 0.1% | 98 |
|
|
2024
Q3 | $230K | Hold |
613
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $223K | Hold |
613
| – | – | 0.09% | 100 |
|
|
2024
Q1 | $207K | Buy |
+613
| New | +$207K | 0.09% | 116 |
|