MB, Levis & Associates’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 | $223K | Hold |
525
| – | – | 0.1% | 67 |
|
|
2025
Q1 | $190K | Hold |
525
| – | – | 0.09% | 69 |
|
|
2024
Q4 | $211K | Hold |
525
| – | – | 0.11% | 64 |
|
|
2024
Q3 | $197K | Buy |
525
+1
| +0.2% | +$375 | 0.1% | 64 |
|
|
2024
Q2 | $191K | Hold |
524
| – | – | 0.1% | 63 |
|
|
2024
Q1 | $177K | Hold |
524
| – | – | 0.09% | 64 |
|
|
2023
Q4 | $159K | Buy |
524
+1
| +0.2% | +$303 | 0.09% | 61 |
|
|
2023
Q3 | $139K | Hold |
523
| – | – | 0.09% | 68 |
|
|
2023
Q2 | $144K | Buy |
523
+1
| +0.2% | +$275 | 0.09% | 68 |
|
|
2023
Q1 | $128K | Hold |
522
| – | – | 0.09% | 73 |
|
|
2022
Q4 | $112K | Buy |
+522
| New | +$112K | 0.09% | 68 |
|