Modern Wealth Management’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 | $2.69M | Buy |
6,327
+908
| +17% | +$386K | 0.07% | 233 |
|
2025
Q1 | $1.96M | Sell |
5,419
-6
| -0.1% | -$2.17K | 0.06% | 208 |
|
2024
Q4 | $2.18M | Buy |
5,425
+3,905
| +257% | +$1.57M | 0.08% | 169 |
|
2024
Q3 | $571K | Sell |
1,520
-733
| -33% | -$275K | 0.04% | 239 |
|
2024
Q2 | $821K | Buy |
2,253
+1,200
| +114% | +$437K | 0.06% | 155 |
|
2024
Q1 | $355K | Hold |
1,053
| – | – | 0.03% | 218 |
|
2023
Q4 | $319K | Buy |
+1,053
| New | +$319K | 0.04% | 130 |
|