Montz Harcus 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 | $267K | Hold |
629
| – | – | 0.13% | 69 |
|
|
2025
Q1 | $227K | Buy |
629
+1
| +0.2% | +$361 | 0.12% | 71 |
|
|
2024
Q4 | $252K | Buy |
628
+1
| +0.2% | +$402 | 0.14% | 62 |
|
|
2024
Q3 | $235K | Buy |
627
+1
| +0.2% | +$376 | 0.14% | 63 |
|
|
2024
Q2 | $228K | Hold |
626
| – | – | 0.15% | 55 |
|
|
2024
Q1 | $211K | Buy |
+626
| New | +$211K | 0.14% | 64 |
|