NFA
Northwest Financial Advisors’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 | $780K | Sell |
1,838
-223
| -11% | -$94.7K | 1.09% | 27 |
|
|
2025
Q1 | $744K | Sell |
2,061
-46
| -2% | -$16.6K | 0.62% | 41 |
|
|
2024
Q4 | $846K | Buy |
2,107
+1,304
| +162% | +$524K | 0.7% | 39 |
|
|
2024
Q3 | $301K | Buy |
803
+140
| +21% | +$52.5K | 0.24% | 78 |
|
|
2024
Q2 | $242K | Buy |
663
+46
| +7% | +$16.8K | 0.25% | 79 |
|
|
2024
Q1 | $208K | Hold |
617
| – | – | 0.23% | 86 |
|
|
2023
Q4 | $187K | Buy |
+617
| New | +$187K | 0.16% | 91 |
|