Morling Financial Advisors’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
Q3 | $144K | Sell |
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|
2025
Q2 | $200K | Buy |
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|
2025
Q1 | $128K | Hold |
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|
2024
Q4 | $142K | Hold |
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|
2024
Q3 | $133K | Hold |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $107K | Hold |
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|
2023
Q3 | $94.2K | Sell |
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|
2023
Q2 | $97.6K | Buy |
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|
2023
Q1 | $86.5K | Buy |
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|
2022
Q4 | $75.7K | Sell |
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|
2022
Q3 | $75K | Buy |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $99K | Buy |
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|
2021
Q4 | $108K | Buy |
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