O'Dell Group’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 Q1	–	Sell	-15,620	Closed	-$1.57M	–	64
2024 Q4	$1.57M	Buy	15,620 +868	+6%	+$85.4K	0.35%	27
2024 Q3	$1.38M	Buy	14,752 +316	+2%	+$28.6K	0.31%	29
2024 Q2	$1.22M	Hold	14,436	–	–	0.3%	30
2024 Q1	$1.22M	Buy	14,436 +40	+0.3%	+$3.22K	0.3%	30
2023 Q4	$1.09M	Buy	14,396 +2,940	+26%	+$208K	0.29%	26
2023 Q3	$762K	Buy	11,456 +2,972	+35%	+$205K	0.23%	37
2023 Q2	$584K	Hold	8,484	–	–	0.17%	40
2023 Q1	$518K	Buy	8,484 +4	+0%	+$230	0.17%	42
2022 Q4	$454K	Buy	8,480 +8	+0.1%	+$440	0.16%	41
2022 Q3	$446K	Hold	8,472	–	–	0.16%	38
2022 Q2	$463K	Buy	8,472 +2,364	+39%	+$142K	0.16%	40
2022 Q1	$424K	Buy	6,108 +4	+0.1%	+$273	0.13%	43
2021 Q4	$466K	Buy	6,104 +4	+0.1%	+$297	0.14%	42
2021 Q3	$418K	Sell	6,100 -4	-0.1%	-$283	0.13%	43
2021 Q2	$414K	Sell	6,104 -292	-5%	-$18.8K	0.13%	48
2021 Q1	$389K	Buy	6,396 +172	+3%	+$10.5K	0.14%	45
2020 Q4	$375K	Buy	+6,224	New	+$354K	0.15%	41
2020 Q1	–	Sell	-6,212	Closed	-$273K	–	42
2019 Q4	$273K	Buy	6,212 +4	+0.1%	+$167	0.14%	41
2019 Q3	$248K	Sell	6,208 -364	-6%	-$14.6K	0.14%	43
2019 Q2	$259K	Buy	6,572 +4	+0.1%	+$155	0.16%	41
2019 Q1	$249K	Buy	6,568 +8	+0.1%	+$287	0.16%	42
2018 Q4	$215K	Buy	6,560 +4	+0.1%	+$141	0.16%	41
2018 Q3	$256K	Buy	6,556 +12	+0.2%	+$454	0.17%	27
2018 Q2	$235K	Hold	6,544	–	–	0.16%	31
2018 Q1	$223K	Buy	6,544 +4	+0.1%	+$140	0.16%	33
2017 Q4	$220K	Sell	6,540 -356	-5%	-$11.7K	0.16%	35
2017 Q3	$216K	Sell	6,896 -24	-0.3%	-$734	0.17%	31
2017 Q2	$206K	Sell	6,920 -704	-9%	-$20.7K	0.17%	31
2017 Q1	$217K	Buy	7,624 +8	+0.1%	+$222	0.19%	30
2016 Q4	$200K	Buy	+7,616	New	+$198K	0.19%	31