Rockwood 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 | $1.54M | Sell |
3,622
-437
| -11% | -$186K | 0.14% | 28 |
|
|
2025
Q1 | $1.47M | Sell |
4,059
-409
| -9% | -$148K | 0.15% | 29 |
|
|
2024
Q4 | $1.81M | Sell |
4,468
-160
| -3% | -$64.8K | 0.2% | 27 |
|
|
2024
Q3 | $1.74M | Sell |
4,628
-5,311
| -53% | -$1.99M | 0.19% | 28 |
|
|
2024
Q2 | $3.62M | Buy |
9,939
+8,190
| +468% | +$2.99M | 0.44% | 19 |
|
|
2024
Q1 | $590K | Hold |
1,749
| – | – | 0.08% | 42 |
|
|
2023
Q4 | $530K | Hold |
1,749
| – | – | 0.08% | 46 |
|
|
2023
Q3 | $465K | Hold |
1,749
| – | – | 0.08% | 41 |
|
|
2023
Q2 | $481K | Hold |
1,749
| – | – | 0.08% | 48 |
|
|
2023
Q1 | $427K | Buy |
1,749
+295
| +20% | +$72.1K | 0.08% | 45 |
|
|
2022
Q4 | $312K | Sell |
1,454
-265
| -15% | -$56.8K | 0.07% | 53 |
|
|
2022
Q3 | $362K | Hold |
1,719
| – | – | 0.12% | 48 |
|
|
2022
Q2 | $376K | Sell |
1,719
-229
| -12% | -$50.1K | 0.18% | 46 |
|
|
2022
Q1 | $541K | Sell |
1,948
-235
| -11% | -$65.2K | 0.26% | 37 |
|
|
2021
Q4 | $667K | Buy |
+2,183
| New | +$667K | 0.3% | 35 |
|