Platform Technology Partners’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
2026 Q1	$880K	Buy	8,252 +2,272	+38%	+$258K	0.17%	120
2025 Q4	$707K	Buy	5,980 +1,440	+32%	+$171K	0.15%	127
2025 Q3	$531K	Buy	4,540 +4	+0.1%	+$445	0.13%	148
2025 Q2	$482K	Hold	4,536	–	–	0.13%	153
2025 Q1	$410K	Sell	4,536 -8	-0.2%	-$789	0.12%	153
2024 Q4	$456K	Buy	4,544 +84	+2%	+$8.26K	0.14%	136
2024 Q3	$418K	Buy	4,460 +2,008	+82%	+$182K	0.13%	143
2024 Q2	$223K	Buy	+2,452	New	+$209K	0.08%	197
2023 Q4	$203K	Buy	+2,472	New	+$175K	0.08%	187
2022 Q3	–	Sell	-5,044	Closed	-$276K	–	204
2022 Q2	$276K	Buy	5,044 +48	+1%	+$2.88K	0.15%	141
2022 Q1	$347K	Sell	4,996 -164	-3%	-$11.2K	0.17%	133
2021 Q4	$394K	Sell	5,160 -8	-0.2%	-$593	0.17%	135
2021 Q3	$354K	Hold	5,168	–	–	0.16%	149
2021 Q2	$351K	Buy	+5,168	New	+$333K	0.14%	166
2020 Q4	$319K	Buy	+5,296	New	+$301K	0.16%	147