Soundmark 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
2024
Q2
Sell
-630
Closed -$212K 36
2024
Q1
$212K Buy
+630
New +$212K 0.09% 65
2022
Q1
Sell
-711
Closed -$217K 60
2021
Q4
$217K Buy
+711
New +$217K 0.15% 55