NBWM
IWF icon

North Berkeley Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$688K Sell
1,621
-226
-12% -$96K 0.63% 27
2025
Q1
$667K Buy
1,847
+397
+27% +$143K 0.69% 25
2024
Q4
$582K Buy
+1,450
New +$582K 0.59% 30