Peak Planning Group’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
2026
Q1
$619K Sell
2025
Q4
$780K Sell
2025
Q3
$779K Hold
2025
Q2
$706K Sell
2025
Q1
$918K Sell
2024
Q4
$1.03M Sell
2024
Q3
$962K Sell
2024
Q2
$963K Buy