Poehling Capital 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
$764K Hold
2025
Q2
$693K Hold
2025
Q1
$589K Hold
2024
Q4
$655K Hold
2024
Q3
$613K Hold
2024
Q2
$595K Hold
2024
Q1
$550K Buy
2023
Q4
$421K Hold
2023
Q3
$370K Hold
2023
Q2
$383K Hold
2023
Q1
$340K Hold
2022
Q4
$298K Hold
2022
Q3
$292K Hold
2022
Q2
$304K Sell
2022
Q1
$926K Buy
2021
Q4
$425K Hold
2021
Q3
$381K Hold
2021
Q2
$377K Hold
2021
Q1
$338K Buy