Morris Financial Concepts’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 | $33.1K | Hold |
78
| – | – | 0.01% | 161 |
|
|
2025
Q1 | $28.2K | Hold |
78
| – | – | 0.01% | 161 |
|
|
2024
Q4 | $31.3K | Hold |
78
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $29.3K | Hold |
78
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $28.4K | Sell |
78
-3
| -4% | -$1.09K | 0.01% | 130 |
|
|
2024
Q1 | $27.3K | Hold |
81
| – | – | 0.01% | 128 |
|
|
2023
Q4 | $24.6K | Sell |
81
-2
| -2% | -$606 | 0.01% | 126 |
|
|
2023
Q3 | $22.1K | Sell |
83
-9
| -10% | -$2.39K | 0.01% | 118 |
|
|
2023
Q2 | $25.3K | Sell |
92
-3
| -3% | -$826 | 0.02% | 120 |
|
|
2023
Q1 | $23.2K | Hold |
95
| – | – | 0.02% | 118 |
|
|
2022
Q4 | $20.4K | Buy |
95
+13
| +16% | +$2.79K | 0.02% | 109 |
|
|
2022
Q3 | $17K | Hold |
82
| – | – | 0.02% | 88 |
|
|
2022
Q2 | $18K | Sell |
82
-96
| -54% | -$21.1K | 0.02% | 96 |
|
|
2022
Q1 | $49K | Sell |
178
-78
| -30% | -$21.5K | 0.04% | 87 |
|
|
2021
Q4 | $78K | Buy |
+256
| New | +$78K | 0.07% | 75 |
|