Perfromance Wealth 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 | $2.08M | Sell |
4,901
-10
| -0.2% | -$4.25K | 0.07% | 48 |
|
|
2025
Q1 | $1.77M | Sell |
4,911
-1
| -0% | -$361 | 0.06% | 48 |
|
|
2024
Q4 | $1.97M | Hold |
4,912
| – | – | 0.06% | 51 |
|
|
2024
Q3 | $1.84M | Buy |
4,912
+1,343
| +38% | +$504K | 0.06% | 49 |
|
|
2024
Q2 | $1.3M | Sell |
3,569
-55
| -2% | -$20K | 0.05% | 49 |
|
|
2024
Q1 | $1.22M | Sell |
3,624
-220
| -6% | -$74.1K | 0.05% | 60 |
|
|
2023
Q4 | $1.17M | Sell |
3,844
-983
| -20% | -$298K | 0.05% | 69 |
|
|
2023
Q3 | $1.28M | Sell |
4,827
-50
| -1% | -$13.3K | 0.06% | 68 |
|
|
2023
Q2 | $1.34M | Buy |
4,877
+681
| +16% | +$187K | 0.06% | 71 |
|
|
2023
Q1 | $1.03M | Hold |
4,196
| – | – | 0.05% | 75 |
|
|
2022
Q4 | $899K | Sell |
4,196
-583
| -12% | -$125K | 0.05% | 76 |
|
|
2022
Q3 | $1.01M | Hold |
4,779
| – | – | 0.06% | 68 |
|
|
2022
Q2 | $1.05M | Hold |
4,779
| – | – | 0.06% | 69 |
|
|
2022
Q1 | $1.33M | Buy |
4,779
+11
| +0.2% | +$3.05K | 0.06% | 64 |
|
|
2021
Q4 | $1.46M | Buy |
+4,768
| New | +$1.46M | 0.06% | 68 |
|