Phillips Financial Management’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 | $525K | Buy |
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|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $293K | Buy |
|