REDW Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,476	Closed	-$249K	–	106
2024 Q4	$249K	Sell	2,476 -2,944	-54%	-$290K	0.09%	91
2024 Q3	$509K	Buy	5,420 +12	+0.2%	+$1.09K	0.13%	87
2024 Q2	$493K	Hold	5,408	–	–	0.13%	86
2024 Q1	$456K	Hold	5,408	–	–	0.12%	89
2023 Q4	$410K	Buy	5,408 +4	+0.1%	+$283	0.12%	93
2023 Q3	$359K	Hold	5,404	–	–	0.11%	95
2023 Q2	$372K	Hold	5,404	–	–	0.11%	100
2023 Q1	$330K	Buy	5,404 +296	+6%	+$17.1K	0.11%	101
2022 Q4	$274K	Sell	5,108 -4,984	-49%	-$274K	0.09%	109
2022 Q3	$531K	Hold	10,092	–	–	0.2%	62
2022 Q2	$552K	Sell	10,092 -152	-1%	-$9.13K	0.2%	57
2022 Q1	$711K	Sell	10,244 -116	-1%	-$7.92K	0.21%	47
2021 Q4	$791K	Buy	10,360 +32	+0.3%	+$2.37K	0.23%	42
2021 Q3	$708K	Hold	10,328	–	–	0.23%	44
2021 Q2	$701K	Hold	10,328	–	–	0.22%	45
2021 Q1	$628K	Hold	10,328	–	–	0.21%	49
2020 Q4	$623K	Hold	10,328	–	–	0.23%	42
2020 Q3	$560K	Sell	10,328 -460	-4%	-$24.2K	0.24%	43
2020 Q2	$518K	Hold	10,788	–	–	0.26%	42
2020 Q1	$406K	Hold	10,788	–	–	0.26%	42
2019 Q4	$474K	Hold	10,788	–	–	0.26%	43
2019 Q3	$431K	Hold	10,788	–	–	0.25%	42
2019 Q2	$424K	Hold	10,788	–	–	0.25%	47
2019 Q1	$408K	Buy	10,788 +928	+9%	+$33.3K	0.25%	41
2018 Q4	$323K	Buy	9,860 +464	+5%	+$16.4K	0.22%	47
2018 Q3	$366K	Hold	9,396	–	–	0.24%	47
2018 Q2	$338K	Buy	9,396 +460	+5%	+$16.2K	0.24%	50
2018 Q1	$304K	Sell	8,936 -304	-3%	-$10.7K	0.23%	52
2017 Q4	$311K	Hold	9,240	–	–	0.24%	50
2017 Q3	$289K	Sell	9,240 -464	-5%	-$14.2K	0.24%	53
2017 Q2	$289K	Hold	9,704	–	–	0.28%	48
2017 Q1	$276K	Sell	9,704 -760	-7%	-$21.1K	0.28%	53
2016 Q4	$274K	Buy	+10,464	New	+$272K	0.31%	49