Quotient 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 | $3.75M | Sell |
8,825
-46
| -0.5% | -$19.5K | 0.11% | 53 |
|
2025
Q1 | $3.2M | Sell |
8,871
-25
| -0.3% | -$9.03K | 0.1% | 51 |
|
2024
Q4 | $3.57M | Sell |
8,896
-72
| -0.8% | -$28.9K | 0.12% | 49 |
|
2024
Q3 | $3.37M | Sell |
8,968
-85
| -0.9% | -$31.9K | 0.11% | 49 |
|
2024
Q2 | $3.3M | Buy |
9,053
+93
| +1% | +$33.9K | 0.12% | 48 |
|
2024
Q1 | $3.02M | Sell |
8,960
-236
| -3% | -$79.5K | 0.11% | 59 |
|
2023
Q4 | $2.79M | Buy |
+9,196
| New | +$2.79M | 0.11% | 76 |
|