Paragon Financial 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 | $9.84M | Buy |
23,182
+12
| +0.1% | +$5.1K | 6.72% | 5 |
|
2025
Q1 | $8.37M | Sell |
23,170
-391
| -2% | -$141K | 6.55% | 5 |
|
2024
Q4 | $9.46M | Sell |
23,561
-1,501
| -6% | -$603K | 7.12% | 5 |
|
2024
Q3 | $9.41M | Sell |
25,062
-1,291
| -5% | -$485K | 6.89% | 4 |
|
2024
Q2 | $9.61M | Sell |
26,353
-376
| -1% | -$137K | 7.48% | 4 |
|
2024
Q1 | $9.01M | Sell |
26,729
-283
| -1% | -$95.4K | 7.42% | 4 |
|
2023
Q4 | $8.19M | Buy |
27,012
+377
| +1% | +$114K | 7.86% | 3 |
|
2023
Q3 | $7.08M | Sell |
26,635
-38
| -0.1% | -$10.1K | 7.36% | 3 |
|
2023
Q2 | $7.34M | Buy |
26,673
+20
| +0.1% | +$5.5K | 6.94% | 3 |
|
2023
Q1 | $6.51M | Sell |
26,653
-12
| -0% | -$2.93K | 6.82% | 3 |
|
2022
Q4 | $5.71M | Buy |
26,665
+26
| +0.1% | +$5.57K | 6.32% | 4 |
|
2022
Q3 | $5.61M | Sell |
26,639
-688
| -3% | -$145K | 6.31% | 5 |
|
2022
Q2 | $5.98M | Sell |
27,327
-4,156
| -13% | -$909K | 6.14% | 5 |
|
2022
Q1 | $8.74M | Sell |
31,483
-5,371
| -15% | -$1.49M | 7.62% | 3 |
|
2021
Q4 | $11.3M | Buy |
+36,854
| New | +$11.3M | 9.25% | 3 |
|