Moss Adams Wealth 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 | $2.67M | Sell |
6,294
-1,094
| -15% | -$464K | 0.24% | 36 |
|
|
2025
Q1 | $2.67M | Sell |
7,388
-15
| -0.2% | -$5.42K | 0.28% | 31 |
|
|
2024
Q4 | $2.97M | Sell |
7,403
-21
| -0.3% | -$8.43K | 0.31% | 28 |
|
|
2024
Q3 | $2.79M | Buy |
7,424
+435
| +6% | +$163K | 0.31% | 28 |
|
|
2024
Q2 | $2.55M | Hold |
6,989
| – | – | 0.35% | 26 |
|
|
2024
Q1 | $2.36M | Buy |
6,989
+409
| +6% | +$138K | 0.38% | 28 |
|
|
2023
Q4 | $1.99M | Buy |
6,580
+58
| +0.9% | +$17.6K | 0.42% | 23 |
|
|
2023
Q3 | $1.74M | Hold |
6,522
| – | – | 0.59% | 18 |
|
|
2023
Q2 | $1.79M | Sell |
6,522
-10
| -0.2% | -$2.75K | 0.59% | 20 |
|
|
2023
Q1 | $1.6M | Buy |
6,532
+170
| +3% | +$41.5K | 0.54% | 19 |
|
|
2022
Q4 | $1.36M | Buy |
+6,362
| New | +$1.36M | 0.68% | 27 |
|