L.M. Kohn & Company’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 | $299K | Sell |
704
-13
| -2% | -$5.52K | 0.08% | 204 |
|
|
2025
Q1 | $259K | Hold |
717
| – | – | 0.07% | 226 |
|
|
2024
Q4 | $288K | Hold |
717
| – | – | 0.07% | 200 |
|
|
2024
Q3 | $269K | Sell |
717
-62
| -8% | -$23.3K | 0.07% | 218 |
|
|
2024
Q2 | $284K | Sell |
779
-12
| -2% | -$4.37K | 0.08% | 210 |
|
|
2024
Q1 | $267K | Buy |
+791
| New | +$267K | 0.08% | 211 |
|