River Wealth Advisors’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 | $443K | Hold |
1,043
| – | – | 0.06% | 159 |
|
|
2025
Q1 | $377K | Hold |
1,043
| – | – | 0.05% | 162 |
|
|
2024
Q4 | $419K | Hold |
1,043
| – | – | 0.06% | 165 |
|
|
2024
Q3 | $392K | Sell |
1,043
-83
| -7% | -$31.2K | 0.05% | 163 |
|
|
2024
Q2 | $410K | Buy |
1,126
+83
| +8% | +$30.3K | 0.06% | 149 |
|
|
2024
Q1 | $352K | Hold |
1,043
| – | – | 0.05% | 163 |
|
|
2023
Q4 | $316K | Buy |
1,043
+20
| +2% | +$6.06K | 0.05% | 168 |
|
|
2023
Q3 | $272K | Hold |
1,023
| – | – | 0.05% | 177 |
|
|
2023
Q2 | $282K | Buy |
+1,023
| New | +$282K | 0.05% | 184 |
|
|
2019
Q1 | – | Sell |
-431
| Closed | -$56K | – | 326 |
|
|
2018
Q4 | $56K | Sell |
431
-50
| -10% | -$6.5K | 0.02% | 231 |
|
|
2018
Q3 | $75K | Hold |
481
| – | – | 0.03% | 233 |
|
|
2018
Q2 | $69K | Buy |
+481
| New | +$69K | 0.03% | 241 |
|