Mogy Joel R Investment Counsel’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 | $849 | Buy |
+2
| New | +$849 | ﹤0.01% | 127 |
|
|
2024
Q2 | – | Sell |
-245
| Closed | -$82.4K | – | 111 |
|
|
2024
Q1 | $82.4K | Buy |
+245
| New | +$82.4K | 0.01% | 110 |
|
|
2023
Q2 | – | Sell |
-120
| Closed | -$29.3K | – | 120 |
|
|
2023
Q1 | $29.3K | Buy |
+120
| New | +$29.3K | ﹤0.01% | 117 |
|
|
2022
Q1 | – | Sell |
-808
| Closed | -$247K | – | 119 |
|
|
2021
Q4 | $247K | Buy |
+808
| New | +$247K | 0.02% | 115 |
|