Royal Harbor Partners’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 | $604K | Hold |
1,423
| – | – | 0.22% | 35 |
|
|
2025
Q1 | $514K | Hold |
1,423
| – | – | 0.2% | 32 |
|
|
2024
Q4 | $571K | Hold |
1,423
| – | – | 0.22% | 29 |
|
|
2024
Q3 | $534K | Hold |
1,423
| – | – | 0.21% | 32 |
|
|
2024
Q2 | $519K | Hold |
1,423
| – | – | 0.21% | 30 |
|
|
2024
Q1 | $480K | Hold |
1,423
| – | – | 0.21% | 36 |
|
|
2023
Q4 | $431K | Hold |
1,423
| – | – | 0.2% | 42 |
|
|
2023
Q3 | $379K | Hold |
1,423
| – | – | 0.2% | 41 |
|
|
2023
Q2 | $392K | Hold |
1,423
| – | – | 0.19% | 57 |
|
|
2023
Q1 | $348K | Hold |
1,423
| – | – | 0.19% | 61 |
|
|
2022
Q4 | $305K | Buy |
+1,423
| New | +$305K | 0.19% | 61 |
|
|
2022
Q3 | – | Sell |
-923
| Closed | -$202K | – | 77 |
|
|
2022
Q2 | $202K | Hold |
923
| – | – | 0.14% | 65 |
|
|
2022
Q1 | $256K | Hold |
923
| – | – | 0.16% | 70 |
|
|
2021
Q4 | $282K | Hold |
923
| – | – | 0.18% | 69 |
|
|
2021
Q3 | $253K | Sell |
923
-3
| -0.3% | -$822 | 0.18% | 73 |
|
|
2021
Q2 | $251K | Hold |
926
| – | – | 0.17% | 68 |
|
|
2021
Q1 | $225K | Hold |
926
| – | – | 0.17% | 69 |
|
|
2020
Q4 | $223K | Hold |
926
| – | – | 0.19% | 82 |
|
|
2020
Q3 | $201K | Sell |
926
-506
| -35% | -$110K | 0.19% | 80 |
|
|
2020
Q2 | $275K | Hold |
1,432
| – | – | 0.27% | 70 |
|
|
2020
Q1 | $216K | Buy |
1,432
+10
| +0.7% | +$1.51K | 0.25% | 66 |
|
|
2019
Q4 | $250K | Buy |
+1,422
| New | +$250K | 0.24% | 51 |
|