Landmark Wealth Management (New York)’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 | $625K | Hold |
1,473
| – | – | 0.27% | 51 |
|
|
2025
Q1 | $532K | Hold |
1,473
| – | – | 0.23% | 49 |
|
|
2024
Q4 | $592K | Sell |
1,473
-1
| -0.1% | -$402 | 0.26% | 48 |
|
|
2024
Q3 | $553K | Buy |
+1,474
| New | +$553K | 0.24% | 47 |
|
|
2024
Q2 | – | Sell |
-1,474
| Closed | -$497K | – | 59 |
|
|
2024
Q1 | $497K | Hold |
1,474
| – | – | 0.23% | 49 |
|
|
2023
Q4 | $447K | Buy |
1,474
+2
| +0.1% | +$607 | 0.22% | 49 |
|
|
2023
Q3 | $392K | Buy |
+1,472
| New | +$392K | 0.22% | 51 |
|
|
2023
Q2 | – | Sell |
-1,471
| Closed | -$359K | – | 54 |
|
|
2023
Q1 | $359K | Buy |
1,471
+65
| +5% | +$15.9K | 0.2% | 54 |
|
|
2022
Q4 | $301K | Buy |
1,406
+2
| +0.1% | +$428 | 0.22% | 51 |
|
|
2022
Q3 | $295K | Buy |
+1,404
| New | +$295K | 0.22% | 53 |
|
|
2022
Q2 | – | Sell |
-2,942
| Closed | -$409K | – | 111 |
|
|
2022
Q1 | $409K | Buy |
+2,942
| New | +$409K | 0.22% | 54 |
|