Oak Wealth Advisors’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
$944K Hold
2,224
0.61% 24
2025
Q1
$803K Sell
2,224
-20
-0.9% -$7.22K 0.59% 24
2024
Q4
$901K Buy
+2,244
New +$901K 0.69% 22