PS
Planned Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,361
| Closed | -$492K | – | 126 |
|
|
2025
Q1 | $492K | Buy |
+1,361
| New | +$492K | 0.2% | 56 |
|
|
2024
Q4 | – | Sell |
-112
| Closed | -$42.2K | – | 373 |
|
|
2024
Q3 | $42.2K | Buy |
+112
| New | +$42.2K | 0.02% | 318 |
|
|
2024
Q1 | – | Sell |
-112
| Closed | -$34K | – | 316 |
|
|
2023
Q4 | $34K | Buy |
+112
| New | +$34K | 0.02% | 325 |
|
|
2021
Q1 | – | Sell |
-112
| Closed | -$27K | – | 236 |
|
|
2020
Q4 | $27K | Hold |
112
| – | – | 0.02% | 259 |
|
|
2020
Q3 | $24K | Buy |
+112
| New | +$24K | 0.02% | 203 |
|