Kingswood Wealth 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 | $2.45M | Buy |
5,770
+242
| +4% | +$103K | 0.19% | 114 |
|
|
2025
Q1 | $2M | Sell |
5,528
-2,295
| -29% | -$831K | 0.18% | 135 |
|
|
2024
Q4 | $3.14M | Sell |
7,823
-5,878
| -43% | -$2.36M | 0.24% | 94 |
|
|
2024
Q3 | $5.14M | Buy |
13,701
+4,117
| +43% | +$1.54M | 0.37% | 60 |
|
|
2024
Q2 | $3.49M | Sell |
9,584
-35
| -0.4% | -$12.8K | 0.31% | 69 |
|
|
2024
Q1 | $3.24M | Buy |
9,619
+1,282
| +15% | +$432K | 0.37% | 54 |
|
|
2023
Q4 | $2.53M | Buy |
8,337
+7,188
| +626% | +$2.18M | 0.29% | 72 |
|
|
2023
Q3 | $2.09M | Sell |
1,149
-981
| -46% | -$1.79M | 0.36% | 73 |
|
|
2023
Q2 | $586K | Buy |
+2,130
| New | +$586K | 0.19% | 119 |
|