Montis Financial’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 | $697K | Sell |
1,642
-16
| -1% | -$6.79K | 0.19% | 71 |
|
|
2025
Q1 | $599K | Buy |
1,658
+653
| +65% | +$236K | 0.18% | 76 |
|
|
2024
Q4 | $404K | Sell |
1,005
-7
| -0.7% | -$2.81K | 0.12% | 101 |
|
|
2024
Q3 | $380K | Sell |
1,012
-30
| -3% | -$11.3K | 0.14% | 79 |
|
|
2024
Q2 | $380K | Sell |
1,042
-98
| -9% | -$35.7K | 0.17% | 57 |
|
|
2024
Q1 | $384K | Hold |
1,140
| – | – | 0.18% | 56 |
|
|
2023
Q4 | $346K | Hold |
1,140
| – | – | 0.21% | 50 |
|
|
2023
Q3 | $303K | Buy |
+1,140
| New | +$303K | 0.2% | 52 |
|