PFG Private Wealth Management’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 | – | Sell |
-435
| Closed | -$157K | – | 148 |
|
|
2025
Q1 | $157K | Hold |
435
| – | – | 0.08% | 69 |
|
|
2024
Q4 | $175K | Sell |
435
-91
| -17% | -$36.5K | 0.1% | 53 |
|
|
2024
Q3 | $197K | Buy |
526
+86
| +20% | +$32.3K | 0.11% | 56 |
|
|
2024
Q2 | $160K | Hold |
440
| – | – | 0.1% | 63 |
|
|
2024
Q1 | $148K | Sell |
440
-4
| -0.9% | -$1.35K | 0.09% | 67 |
|
|
2023
Q4 | $135K | Sell |
444
-184
| -29% | -$55.8K | 0.09% | 64 |
|
|
2023
Q3 | $167K | Sell |
628
-265
| -30% | -$70.5K | 0.12% | 42 |
|
|
2023
Q2 | $246K | Sell |
893
-19
| -2% | -$5.23K | 0.15% | 37 |
|
|
2023
Q1 | $223K | Buy |
912
+139
| +18% | +$34K | 0.14% | 43 |
|
|
2022
Q4 | $166K | Buy |
773
+50
| +7% | +$10.7K | 0.1% | 62 |
|
|
2022
Q3 | $152K | Buy |
723
+40
| +6% | +$8.41K | 0.1% | 62 |
|
|
2022
Q2 | $149K | Buy |
683
+262
| +62% | +$57.2K | 0.08% | 71 |
|
|
2022
Q1 | $117K | Hold |
421
| – | – | 0.06% | 84 |
|
|
2021
Q4 | $129K | Hold |
421
| – | – | 0.07% | 67 |
|
|
2021
Q3 | $115K | Buy |
+421
| New | +$115K | 0.07% | 62 |
|