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