Legend 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 | $96K | Buy |
+226
| New | +$96K | 0.06% | 44 |
|
|
2025
Q1 | – | Sell |
-350
| Closed | -$141K | – | 137 |
|
|
2024
Q4 | $141K | Sell |
350
-14
| -4% | -$5.62K | 0.1% | 38 |
|
|
2024
Q3 | $137K | Sell |
364
-63
| -15% | -$23.6K | 0.09% | 39 |
|
|
2024
Q2 | $156K | Sell |
427
-25
| -6% | -$9.11K | 0.11% | 44 |
|
|
2024
Q1 | $152K | Sell |
452
-30
| -6% | -$10.1K | 0.11% | 40 |
|
|
2023
Q4 | $146K | Hold |
482
| – | – | 0.12% | 38 |
|
|
2023
Q3 | $128K | Sell |
482
-63
| -12% | -$16.8K | 0.11% | 46 |
|
|
2023
Q2 | $150K | Hold |
545
| – | – | 0.13% | 41 |
|
|
2023
Q1 | $133K | Hold |
545
| – | – | 0.11% | 43 |
|
|
2022
Q4 | $117K | Hold |
545
| – | – | 0.1% | 50 |
|
|
2022
Q3 | $115K | Buy |
+545
| New | +$115K | 0.11% | 43 |
|