Oak Harbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Hold |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.36M | Hold |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.22M | Hold |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1M | Hold |
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $887K | Hold |
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|
2022
Q2 | $922K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.41M | Buy |
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