Midland Wealth Advisors’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
$2.42M Sell
5,708
-3,977
-41% -$1.69M 0.13% 38
2025
Q1
$3.5M Buy
9,685
+119
+1% +$43K 0.21% 27
2024
Q4
$3.84M Buy
9,566
+318
+3% +$128K 0.23% 26
2024
Q3
$3.47M Buy
9,248
+1,480
+19% +$556K 0.2% 29
2024
Q2
$2.83M Buy
7,768
+704
+10% +$257K 0.17% 37
2024
Q1
$2.38M Buy
7,064
+495
+8% +$167K 0.15% 39
2023
Q4
$1.99M Buy
+6,569
New +$1.99M 0.14% 41