Mark Sheptoff Financial Planning’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 | $59.4K | Hold |
140
| – | – | 0.03% | 172 |
|
|
2025
Q1 | $50.6K | Hold |
140
| – | – | 0.03% | 168 |
|
|
2024
Q4 | $56.2K | Buy |
140
+77
| +122% | +$30.9K | 0.03% | 167 |
|
|
2024
Q3 | $23.6K | Buy |
63
+27
| +75% | +$10.1K | 0.01% | 235 |
|
|
2024
Q2 | $13.1K | Hold |
36
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $12.1K | Hold |
36
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $10.9K | Hold |
36
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $9.58K | Hold |
36
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $9.91K | Hold |
36
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $8.8K | Hold |
36
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $7.71K | Hold |
36
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $8K | Hold |
36
| – | – | ﹤0.01% | 267 |
|
|
2022
Q2 | $8K | Hold |
36
| – | – | ﹤0.01% | 272 |
|
|
2022
Q1 | $10K | Hold |
36
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $11K | Buy |
+36
| New | +$11K | 0.01% | 312 |
|