MGB Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
498
-249
-33% -$105K 0.07% 206
2025
Q1
$269K Sell
747
-3
-0.4% -$1.08K 0.1% 179
2024
Q4
$304K Hold
750
0.09% 154
2024
Q3
$280K Hold
750
0.1% 153
2024
Q2
$281K Hold
750
0.11% 154
2024
Q1
$253K Hold
750
0.1% 167
2023
Q4
$227K Buy
+750
New +$227K 0.11% 164