Oak Wealth Advisors’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
$1.04M Hold
2025
Q2
$944K Hold
2025
Q1
$803K Sell
2024
Q4
$901K Buy