Phillips Financial 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 | $371K | Hold |
874
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $316K | Hold |
874
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $351K | Hold |
874
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $328K | Hold |
874
| – | – | 0.03% | 152 |
|
|
2024
Q2 | $319K | Hold |
874
| – | – | 0.03% | 151 |
|
|
2024
Q1 | $295K | Sell |
874
-68
| -7% | -$22.9K | 0.02% | 153 |
|
|
2023
Q4 | $286K | Sell |
942
-4
| -0.4% | -$1.21K | 0.02% | 150 |
|
|
2023
Q3 | $252K | Buy |
946
+4
| +0.4% | +$1.06K | 0.02% | 153 |
|
|
2023
Q2 | $259K | Sell |
942
-104
| -10% | -$28.6K | 0.02% | 151 |
|
|
2023
Q1 | $256K | Hold |
1,046
| – | – | 0.02% | 149 |
|
|
2022
Q4 | $224K | Buy |
1,046
+93
| +10% | +$19.9K | 0.02% | 143 |
|
|
2022
Q3 | $200K | Buy |
+953
| New | +$200K | 0.02% | 143 |
|
|
2022
Q2 | – | Sell |
-1,057
| Closed | -$293K | – | 126 |
|
|
2022
Q1 | $293K | Buy |
+1,057
| New | +$293K | 0.03% | 126 |
|