Precedent Wealth Partners’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 | $296K | Hold |
696
| – | – | 0.07% | 149 |
|
|
2025
Q1 | $251K | Sell |
696
-129
| -16% | -$46.6K | 0.07% | 144 |
|
|
2024
Q4 | $331K | Hold |
825
| – | – | 0.11% | 130 |
|
|
2024
Q3 | $310K | Hold |
825
| – | – | 0.1% | 131 |
|
|
2024
Q2 | $301K | Hold |
825
| – | – | 0.12% | 124 |
|
|
2024
Q1 | $278K | Buy |
825
+3
| +0.4% | +$1.01K | 0.12% | 120 |
|
|
2023
Q4 | $249K | Buy |
+822
| New | +$249K | 0.13% | 121 |
|