New England Professional Planning Group’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 | $602K | Buy |
1,417
+619
| +78% | +$263K | 0.27% | 18 |
|
|
2025
Q1 | $288K | Buy |
798
+214
| +37% | +$77.3K | 0.14% | 35 |
|
|
2024
Q4 | $235K | Hold |
584
| – | – | 0.12% | 43 |
|
|
2024
Q3 | $219K | Hold |
584
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $213K | Buy |
+584
| New | +$213K | 0.11% | 45 |
|
|
2020
Q1 | – | Sell |
-1,380
| Closed | -$243K | – | 53 |
|
|
2019
Q4 | $243K | Buy |
+1,380
| New | +$243K | 0.19% | 42 |
|
|
2018
Q3 | $215K | Buy |
+1,380
| New | +$215K | 0.25% | 41 |
|
|
2018
Q2 | – | Sell |
-1,547
| Closed | -$211K | – | 43 |
|
|
2018
Q1 | $211K | Hold |
1,547
| – | – | 0.28% | 37 |
|
|
2017
Q4 | $213K | Buy |
+1,547
| New | +$213K | 0.26% | 38 |
|
|
2016
Q2 | $396K | Hold |
3,807
| – | – | 0.44% | 25 |
|
|
2016
Q1 | $383K | Sell |
3,807
-3,923
| -51% | -$395K | 0.38% | 24 |
|
|
2015
Q4 | $769K | Hold |
7,730
| – | – | 0.86% | 14 |
|
|
2015
Q3 | $781K | Sell |
7,730
-3,227
| -29% | -$326K | 0.88% | 14 |
|
|
2015
Q2 | $1.09M | Buy |
10,957
+3,227
| +42% | +$320K | 1.42% | 8 |
|
|
2015
Q1 | $779K | Sell |
7,730
-531
| -6% | -$53.5K | 1.05% | 9 |
|
|
2014
Q4 | $788K | Buy |
+8,261
| New | +$788K | 1.16% | 10 |
|