Mitchell McLeod Pugh & Williams’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 | $320K | Buy |
+753
| New | +$320K | 0.06% | 220 |
|
|
2024
Q4 | – | Sell |
-807
| Closed | -$303K | – | 272 |
|
|
2024
Q3 | $303K | Hold |
807
| – | – | 0.06% | 220 |
|
|
2024
Q2 | $294K | Hold |
807
| – | – | 0.07% | 211 |
|
|
2024
Q1 | $272K | Sell |
807
-60
| -7% | -$20.2K | 0.07% | 223 |
|
|
2023
Q4 | $263K | Hold |
867
| – | – | 0.07% | 216 |
|
|
2023
Q3 | $231K | Hold |
867
| – | – | 0.07% | 222 |
|
|
2023
Q2 | $239K | Sell |
867
-446
| -34% | -$123K | 0.07% | 226 |
|
|
2023
Q1 | $321K | Sell |
1,313
-569
| -30% | -$139K | 0.1% | 197 |
|
|
2022
Q4 | $403K | Buy |
+1,882
| New | +$403K | 0.14% | 165 |
|