Sovereign Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $937K | Hold |
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|
2025
Q2 | $850K | Sell |
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|
2025
Q1 | $746K | Sell |
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|
2024
Q4 | $859K | Hold |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $782K | Sell |
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|
2024
Q1 | $731K | Hold |
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|
2023
Q4 | $658K | Sell |
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|
2023
Q3 | $622K | Hold |
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|
2023
Q2 | $643K | Buy |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $410K | Buy |
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|
2022
Q1 | $503K | Buy |
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|
2021
Q4 | $552K | Buy |
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