MW
MBL Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
4,366
+195
| +5% | +$82.8K | 0.18% | 76 |
|
|
2025
Q1 | $1.51M | Buy |
4,171
+10
| +0.2% | +$3.61K | 0.15% | 74 |
|
|
2024
Q4 | $1.67M | Buy |
4,161
+75
| +2% | +$30.1K | 0.17% | 72 |
|
|
2024
Q3 | $1.53M | Buy |
4,086
+135
| +3% | +$50.7K | 0.16% | 72 |
|
|
2024
Q2 | $1.44M | Buy |
3,951
+1,014
| +35% | +$370K | 0.16% | 69 |
|
|
2024
Q1 | $990K | Sell |
2,937
-50
| -2% | -$16.9K | 0.11% | 87 |
|
|
2023
Q4 | $906K | Buy |
2,987
+625
| +26% | +$189K | 0.11% | 87 |
|
|
2023
Q3 | $628K | Sell |
2,362
-8
| -0.3% | -$2.13K | 0.09% | 98 |
|
|
2023
Q2 | $652K | Sell |
2,370
-172
| -7% | -$47.3K | 0.09% | 96 |
|
|
2023
Q1 | $621K | Sell |
2,542
-111
| -4% | -$27.1K | 0.1% | 86 |
|
|
2022
Q4 | $568K | Sell |
2,653
-510
| -16% | -$109K | 0.11% | 92 |
|
|
2022
Q3 | $665K | Sell |
3,163
-597
| -16% | -$126K | 0.14% | 79 |
|
|
2022
Q2 | $822K | Sell |
3,760
-1,330
| -26% | -$291K | 0.21% | 68 |
|
|
2022
Q1 | $1.41M | Buy |
+5,090
| New | +$1.41M | 0.34% | 53 |
|
|
2021
Q1 | $2.01M | Sell |
8,255
-360
| -4% | -$87.5K | 0.7% | 36 |
|
|
2020
Q4 | $2.08M | Buy |
+8,615
| New | +$2.08M | 0.82% | 31 |
|