Oak Harbor Wealth Partners’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 | $1.28M | Sell |
3,018
-752
| -20% | -$319K | 0.35% | 67 |
|
|
2025
Q1 | $1.36M | Hold |
3,770
| – | – | 0.39% | 64 |
|
|
2024
Q4 | $1.51M | Sell |
3,770
-87
| -2% | -$34.9K | 0.44% | 59 |
|
|
2024
Q3 | $1.45M | Sell |
3,857
-100
| -3% | -$37.5K | 0.41% | 69 |
|
|
2024
Q2 | $1.44M | Hold |
3,957
| – | – | 0.45% | 62 |
|
|
2024
Q1 | $1.33M | Sell |
3,957
-54
| -1% | -$18.2K | 0.42% | 67 |
|
|
2023
Q4 | $1.22M | Hold |
4,011
| – | – | 0.41% | 66 |
|
|
2023
Q3 | $1.07M | Sell |
4,011
-97
| -2% | -$25.8K | 0.38% | 71 |
|
|
2023
Q2 | $1.13M | Hold |
4,108
| – | – | 0.39% | 72 |
|
|
2023
Q1 | $1M | Hold |
4,108
| – | – | 0.37% | 70 |
|
|
2022
Q4 | $880K | Sell |
4,108
-110
| -3% | -$23.6K | 0.34% | 67 |
|
|
2022
Q3 | $887K | Hold |
4,218
| – | – | 0.35% | 68 |
|
|
2022
Q2 | $922K | Sell |
4,218
-200
| -5% | -$43.7K | 0.37% | 66 |
|
|
2022
Q1 | $1.23M | Sell |
4,418
-200
| -4% | -$55.5K | 0.4% | 63 |
|
|
2021
Q4 | $1.41M | Buy |
+4,618
| New | +$1.41M | 0.48% | 53 |
|