Premier Path 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 | $3.6M | Sell |
8,472
-666
| -7% | -$283K | 0.5% | 41 |
|
|
2025
Q1 | $3.3M | Sell |
9,138
-557
| -6% | -$201K | 0.51% | 41 |
|
|
2024
Q4 | $3.89M | Sell |
9,695
-240
| -2% | -$96.4K | 0.59% | 39 |
|
|
2024
Q3 | $3.73M | Sell |
9,935
-41
| -0.4% | -$15.4K | 0.59% | 38 |
|
|
2024
Q2 | $3.64M | Sell |
9,976
-370
| -4% | -$135K | 0.62% | 36 |
|
|
2024
Q1 | $3.48M | Sell |
10,346
-6,474
| -38% | -$2.18M | 0.66% | 33 |
|
|
2023
Q4 | $5.1M | Buy |
+16,820
| New | +$5.1M | 1.13% | 19 |
|