Prosperity Planning’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 | $977K | Hold |
2,301
| – | – | 0.28% | 55 |
|
|
2025
Q1 | $831K | Hold |
2,301
| – | – | 0.26% | 58 |
|
|
2024
Q4 | $924K | Hold |
2,301
| – | – | 0.3% | 58 |
|
|
2024
Q3 | $864K | Hold |
2,301
| – | – | 0.27% | 61 |
|
|
2024
Q2 | $839K | Hold |
2,301
| – | – | 0.29% | 59 |
|
|
2024
Q1 | $775K | Hold |
2,301
| – | – | 0.27% | 57 |
|
|
2023
Q4 | $698K | Sell |
2,301
-44
| -2% | -$13.3K | 0.26% | 59 |
|
|
2023
Q3 | $624K | Hold |
2,345
| – | – | 0.26% | 59 |
|
|
2023
Q2 | $645K | Sell |
2,345
-12
| -0.5% | -$3.3K | 0.27% | 59 |
|
|
2023
Q1 | $576K | Hold |
2,357
| – | – | 0.25% | 62 |
|
|
2022
Q4 | $505K | Hold |
2,357
| – | – | 0.25% | 57 |
|
|
2022
Q3 | $496K | Sell |
2,357
-350
| -13% | -$73.7K | 0.26% | 58 |
|
|
2022
Q2 | $554K | Hold |
2,707
| – | – | 0.28% | 52 |
|
|
2022
Q1 | $752K | Hold |
2,707
| – | – | 0.37% | 43 |
|
|
2021
Q4 | $827K | Sell |
2,707
-167
| -6% | -$51K | 0.42% | 42 |
|
|
2021
Q3 | $788K | Buy |
2,874
+16
| +0.6% | +$4.39K | 0.43% | 42 |
|
|
2021
Q2 | $776K | Buy |
2,858
+756
| +36% | +$205K | 0.48% | 40 |
|
|
2021
Q1 | $511K | Sell |
2,102
-276
| -12% | -$67.1K | 0.36% | 47 |
|
|
2020
Q4 | $574K | Buy |
+2,378
| New | +$574K | 0.49% | 41 |
|