Morton Brown Family Wealth’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 | $302K | Hold |
712
| – | – | 0.09% | 44 |
|
|
2025
Q1 | $257K | Hold |
712
| – | – | 0.09% | 47 |
|
|
2024
Q4 | $286K | Hold |
712
| – | – | 0.1% | 47 |
|
|
2024
Q3 | $267K | Buy |
712
+3
| +0.4% | +$1.13K | 0.09% | 45 |
|
|
2024
Q2 | $258K | Hold |
709
| – | – | 0.1% | 46 |
|
|
2024
Q1 | $239K | Hold |
709
| – | – | 0.1% | 48 |
|
|
2023
Q4 | $215K | Buy |
709
+34
| +5% | +$10.3K | 0.09% | 48 |
|
|
2023
Q3 | $179K | Hold |
675
| – | – | 0.09% | 45 |
|
|
2023
Q2 | $186K | Hold |
675
| – | – | 0.1% | 45 |
|
|
2023
Q1 | $165K | Hold |
675
| – | – | 0.1% | 51 |
|
|
2022
Q4 | $145K | Hold |
675
| – | – | 0.1% | 54 |
|
|
2022
Q3 | $142K | Buy |
675
+1
| +0.1% | +$210 | 0.11% | 42 |
|
|
2022
Q2 | $148K | Sell |
674
-1
| -0.1% | -$220 | 0.11% | 43 |
|
|
2022
Q1 | $187K | Sell |
675
-19
| -3% | -$5.26K | 0.14% | 40 |
|
|
2021
Q4 | $212K | Buy |
+694
| New | +$212K | 0.16% | 38 |
|