MTM Investment Management’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
2026 Q1	$5.35M	Buy	50,224 +220	+0.4%	+$25K	1.7%	12
2025 Q4	$5.92M	Buy	50,004 +272	+0.5%	+$32.2K	1.89%	11
2025 Q3	$5.82M	Sell	49,732 -60	-0.1%	-$6.68K	1.85%	11
2025 Q2	$5.29M	Buy	49,792 +516	+1%	+$49.3K	1.78%	11
2025 Q1	$4.48M	Buy	49,276 +616	+1%	+$60.8K	1.73%	12
2024 Q4	$4.89M	Buy	48,660 +260	+0.5%	+$25.6K	1.88%	11
2024 Q3	$4.53M	Sell	48,400 -392	-0.8%	-$35.5K	1.77%	11
2024 Q2	$4.45M	Buy	48,792 +128	+0.3%	+$10.9K	1.82%	11
2024 Q1	$4.1M	Sell	48,664 -676	-1%	-$54.5K	1.69%	12
2023 Q4	$3.74M	Sell	49,340 -228	-0.5%	-$16.1K	1.71%	12
2023 Q3	$3.3M	Sell	49,568 -164	-0.3%	-$11.3K	1.66%	13
2023 Q2	$3.42M	Buy	49,732 +792	+2%	+$50.4K	1.67%	12
2023 Q1	$2.99M	Buy	48,940 +1,204	+3%	+$69.4K	1.53%	16
2022 Q4	$2.56M	Buy	47,736 +36,436	+322%	+$2M	1.33%	18
2022 Q3	$594K	Hold	11,300	–	–	0.34%	84
2022 Q2	$624K	Buy	11,300 +280	+3%	+$16.8K	0.34%	85
2022 Q1	$765K	Sell	11,020 -1,300	-11%	-$88.7K	0.37%	78
2021 Q4	$941K	Hold	12,320	–	–	0.45%	68
2021 Q3	$844K	Hold	12,320	–	–	0.46%	67
2021 Q2	$836K	Sell	12,320 -40	-0.3%	-$2.58K	0.44%	71
2021 Q1	$751K	Buy	12,360 +480	+4%	+$29.2K	0.42%	72
2020 Q4	$716K	Buy	+11,880	New	+$676K	0.44%	69