M3 Advisory Group’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
$349K Hold
822
0.24% 79
2025
Q1
$297K Buy
822
+1
+0.1% +$361 0.23% 92
2024
Q4
$330K Hold
821
0.24% 84
2024
Q3
$308K Hold
821
0.23% 102
2024
Q2
$299K Buy
821
+17
+2% +$6.2K 0.25% 98
2024
Q1
$271K Buy
804
+27
+3% +$9.1K 0.25% 97
2023
Q4
$235K Buy
+777
New +$235K 0.28% 87