Monterey Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $754K | Sell |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $644K | Sell |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $544K | Hold |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $352K | Buy |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $322K | Buy |
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