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