Morling Financial Advisors’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 | $200K | Buy |
471
+117
| +33% | +$49.7K | 0.07% | 68 |
|
|
2025
Q1 | $128K | Hold |
354
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $142K | Hold |
354
| – | – | 0.05% | 77 |
|
|
2024
Q3 | $133K | Hold |
354
| – | – | 0.05% | 73 |
|
|
2024
Q2 | $129K | Hold |
354
| – | – | 0.06% | 66 |
|
|
2024
Q1 | $119K | Hold |
354
| – | – | 0.07% | 74 |
|
|
2023
Q4 | $107K | Hold |
354
| – | – | 0.09% | 62 |
|
|
2023
Q3 | $94.2K | Sell |
354
-1
| -0.3% | -$266 | 0.09% | 57 |
|
|
2023
Q2 | $97.6K | Buy |
355
+1
| +0.3% | +$275 | 0.09% | 57 |
|
|
2023
Q1 | $86.5K | Buy |
354
+1
| +0.3% | +$244 | 0.09% | 61 |
|
|
2022
Q4 | $75.7K | Sell |
353
-3
| -0.8% | -$643 | 0.1% | 60 |
|
|
2022
Q3 | $75K | Buy |
356
+1
| +0.3% | +$211 | 0.1% | 55 |
|
|
2022
Q2 | $78K | Hold |
355
| – | – | 0.1% | 58 |
|
|
2022
Q1 | $99K | Buy |
355
+1
| +0.3% | +$279 | 0.13% | 61 |
|
|
2021
Q4 | $108K | Buy |
+354
| New | +$108K | 0.1% | 56 |
|