O'Rourke & Company’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
$716K Sell
1,686
-14
-0.8% -$5.95K 0.33% 71
2025
Q1
$614K Sell
1,700
-23
-1% -$8.31K 0.3% 73
2024
Q4
$692K Sell
1,723
-14
-0.8% -$5.62K 0.34% 66
2024
Q3
$652K Sell
1,737
-12
-0.7% -$4.5K 0.33% 66
2024
Q2
$637K Sell
1,749
-33
-2% -$12K 0.36% 61
2024
Q1
$601K Sell
1,782
-4
-0.2% -$1.35K 0.35% 62
2023
Q4
$541K Buy
1,786
+633
+55% +$192K 0.35% 61
2023
Q3
$307K Sell
1,153
-33
-3% -$8.79K 0.22% 93
2023
Q2
$326K Buy
1,186
+1
+0.1% +$275 0.23% 96
2023
Q1
$290K Buy
1,185
+1
+0.1% +$245 0.22% 101
2022
Q4
$254K Buy
+1,184
New +$254K 0.2% 111