Montis Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Montis Financial’s Portfolio IWF Stock Details IWF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.35M	Buy
2025 Q2	$697K	Sell
2025 Q1	$599K	Buy
2024 Q4	$404K	Sell
2024 Q3	$380K	Sell
2024 Q2	$380K	Sell
2024 Q1	$384K	Hold
2023 Q4	$346K	Hold
2023 Q3	$303K	Buy