Rollins Financial 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 | $1.2M | Hold |
2,830
| – | – | 0.19% | 60 |
|
2025
Q1 | $1.02M | Sell |
2,830
-26
| -0.9% | -$9.39K | 0.18% | 61 |
|
2024
Q4 | $1.15M | Hold |
2,856
| – | – | 0.18% | 56 |
|
2024
Q3 | $1.07M | Sell |
2,856
-271
| -9% | -$102K | 0.18% | 56 |
|
2024
Q2 | $1.14M | Hold |
3,127
| – | – | 0.2% | 50 |
|
2024
Q1 | $1.05M | Buy |
3,127
+10
| +0.3% | +$3.37K | 0.2% | 49 |
|
2023
Q4 | $945K | Buy |
+3,117
| New | +$945K | 0.2% | 49 |
|