New Potomac Partners’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
2024 Q3	$815K	Hold	8,680	–	–	0.42%	58
2024 Q2	$791K	Hold	8,680	–	–	0.43%	58
2024 Q1	$731K	Hold	8,680	–	–	0.41%	58
2023 Q4	$658K	Hold	8,680	–	–	0.39%	59
2023 Q3	$577K	Hold	8,680	–	–	0.4%	59
2023 Q2	$597K	Hold	8,680	–	–	0.39%	58
2023 Q1	$530K	Sell	8,680 -1,200	-12%	-$69.1K	0.37%	56
2022 Q4	$529K	Sell	9,880 -400	-4%	-$22K	0.39%	58
2022 Q3	$541K	Hold	10,280	–	–	0.46%	52
2022 Q2	$562K	Hold	10,280	–	–	0.45%	51
2022 Q1	$714K	Hold	10,280	–	–	0.5%	48
2021 Q4	$785K	Hold	10,280	–	–	0.51%	47
2021 Q3	$704K	Hold	10,280	–	–	0.49%	47
2021 Q2	$698K	Hold	10,280	–	–	0.47%	48
2021 Q1	$625K	Hold	10,280	–	–	0.46%	51
2020 Q4	$620K	Hold	10,280	–	–	0.45%	53
2020 Q3	$557K	Buy	10,280 +5,880	+134%	+$310K	0.44%	51
2020 Q2	$211K	Sell	4,400 -400	-8%	-$17.6K	0.19%	59
2020 Q1	$181K	Hold	4,800	–	–	0.2%	59
2019 Q4	$211K	Hold	4,800	–	–	0.2%	63
2019 Q3	$192K	Hold	4,800	–	–	0.19%	62
2019 Q2	$189K	Hold	4,800	–	–	0.19%	62
2019 Q1	$182K	Sell	4,800 -280	-6%	-$10.1K	0.18%	64
2018 Q4	$166K	Hold	5,080	–	–	0.18%	63
2018 Q3	$198K	Hold	5,080	–	–	0.18%	59
2018 Q2	$183K	Hold	5,080	–	–	0.18%	61
2018 Q1	$173K	Hold	5,080	–	–	0.17%	63
2017 Q4	$171K	Buy	+5,080	New	+$166K	0.16%	67