Marks Group Wealth Management’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 | $468K | Sell |
1,103
-61
| -5% | -$25.9K | 0.04% | 229 |
|
|
2025
Q1 | $420K | Buy |
1,164
+19
| +2% | +$6.86K | 0.04% | 254 |
|
|
2024
Q4 | $460K | Sell |
1,145
-2
| -0.2% | -$803 | 0.05% | 227 |
|
|
2024
Q3 | $431K | Sell |
1,147
-17
| -1% | -$6.38K | 0.04% | 233 |
|
|
2024
Q2 | $424K | Buy |
1,164
+235
| +25% | +$85.7K | 0.04% | 232 |
|
|
2024
Q1 | $313K | Hold |
929
| – | – | 0.03% | 261 |
|
|
2023
Q4 | $282K | Hold |
929
| – | – | 0.03% | 266 |
|
|
2023
Q3 | $247K | Hold |
929
| – | – | 0.03% | 257 |
|
|
2023
Q2 | $256K | Sell |
929
-61
| -6% | -$16.8K | 0.03% | 259 |
|
|
2023
Q1 | $242K | Buy |
+990
| New | +$242K | 0.03% | 260 |
|