ORG Wealth Partners’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
$190K Sell
452
-10
-2% -$4.2K 0.05% 184
2025
Q1
$168K Sell
462
-1,024
-69% -$373K 0.05% 204
2024
Q4
$597K Buy
1,486
+1,403
+1,690% +$563K 0.18% 54
2024
Q3
$31.2K Buy
+83
New +$31.2K 0.01% 287