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