RKL Wealth Management’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 | $2.02M | Buy |
4,755
+54
| +1% | +$22.9K | 0.18% | 68 |
|
|
2025
Q1 | $1.7M | Sell |
4,701
-464
| -9% | -$168K | 0.16% | 74 |
|
|
2024
Q4 | $2.07M | Buy |
+5,165
| New | +$2.07M | 0.18% | 70 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$229K | – | 115 |
|
|
2019
Q4 | $229K | Hold |
1,300
| – | – | 0.04% | 113 |
|
|
2019
Q3 | $208K | Hold |
1,300
| – | – | 0.04% | 121 |
|
|
2019
Q2 | $204K | Sell |
1,300
-142
| -10% | -$22.3K | 0.04% | 126 |
|
|
2019
Q1 | $217K | Buy |
+1,442
| New | +$217K | 0.04% | 125 |
|