Peak Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Hold |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $406K | Hold |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $342K | Buy |
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