Olistico Wealth’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 | $210K | Sell |
495
-21
| -4% | -$8.92K | 0.12% | 93 |
|
2025
Q1 | $187K | Sell |
516
-1
| -0.2% | -$362 | 0.12% | 103 |
|
2024
Q4 | $207K | Buy |
517
+1
| +0.2% | +$401 | 0.12% | 98 |
|
2024
Q3 | $194K | Hold |
516
| – | – | 0.12% | 100 |
|
2024
Q2 | $188K | Buy |
+516
| New | +$188K | 0.12% | 99 |
|
2024
Q1 | – | Sell |
-666
| Closed | -$202K | – | 105 |
|
2023
Q4 | $202K | Buy |
+666
| New | +$202K | 0.16% | 103 |
|
2023
Q2 | – | Sell |
-1,007
| Closed | -$246K | – | 114 |
|
2023
Q1 | $246K | Buy |
1,007
+1
| +0.1% | +$244 | 0.24% | 88 |
|
2022
Q4 | $216K | Buy |
+1,006
| New | +$216K | 0.23% | 93 |
|