Partners in Financial Planning’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 | $1.63M | Hold |
3,840
| – | – | 0.3% | 34 |
|
|
2025
Q1 | $1.39M | Hold |
3,840
| – | – | 0.28% | 36 |
|
|
2024
Q4 | $1.54M | Hold |
3,840
| – | – | 0.31% | 34 |
|
|
2024
Q3 | $1.44M | Hold |
3,840
| – | – | 0.29% | 37 |
|
|
2024
Q2 | $1.4M | Hold |
3,840
| – | – | 0.3% | 35 |
|
|
2024
Q1 | $1.29M | Hold |
3,840
| – | – | 0.29% | 40 |
|
|
2023
Q4 | $1.16M | Hold |
3,840
| – | – | 0.27% | 40 |
|
|
2023
Q3 | $1.02M | Sell |
3,840
-30
| -0.8% | -$7.98K | 0.26% | 41 |
|
|
2023
Q2 | $1.06M | Hold |
3,870
| – | – | 0.27% | 42 |
|
|
2023
Q1 | $946K | Hold |
3,870
| – | – | 0.25% | 43 |
|
|
2022
Q4 | $823K | Hold |
3,870
| – | – | 0.23% | 46 |
|
|
2022
Q3 | $873K | Buy |
3,870
+799
| +26% | +$180K | 0.25% | 40 |
|
|
2022
Q2 | $738K | Buy |
3,071
+175
| +6% | +$42.1K | 0.23% | 44 |
|
|
2022
Q1 | $730K | Hold |
2,896
| – | – | 0.23% | 43 |
|
|
2021
Q4 | $778K | Hold |
2,896
| – | – | 0.24% | 40 |
|
|
2021
Q3 | $794K | Hold |
2,896
| – | – | 0.25% | 39 |
|
|
2021
Q2 | $786K | Buy |
+2,896
| New | +$786K | 0.25% | 39 |
|