Steph & Co’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	$1.21M	Buy	2,861 +991	+53%	+$421K	0.39%	28
2025 Q1	$675K	Hold	1,870	–	–	0.24%	45
2024 Q4	$751K	Hold	1,870	–	–	0.25%	36
2024 Q3	$702K	Hold	1,870	–	–	0.22%	43
2024 Q2	$682K	Hold	1,870	–	–	0.23%	38
2024 Q1	$630K	Hold	1,870	–	–	0.22%	49
2023 Q4	$567K	Hold	1,870	–	–	0.28%	45
2023 Q3	$497K	Hold	1,870	–	–	0.28%	50
2023 Q2	$515K	Hold	1,870	–	–	0.28%	47
2023 Q1	$457K	Hold	1,870	–	–	0.28%	53
2022 Q4	$401K	Hold	1,870	–	–	0.25%	59
2022 Q3	$393K	Hold	1,870	–	–	0.27%	53
2022 Q2	$409K	Hold	1,870	–	–	0.25%	50
2022 Q1	$519K	Hold	1,870	–	–	0.31%	43
2021 Q4	$571K	Hold	1,870	–	–	0.33%	35
2021 Q3	$512K	Hold	1,870	–	–	0.33%	34
2021 Q2	$508K	Sell	1,870 -214	-10%	-$58.1K	0.33%	32
2021 Q1	$506K	Sell	2,084 -18	-0.9%	-$4.37K	0.35%	30
2020 Q4	$507K	Buy	2,102 +7	+0.3%	+$1.69K	0.39%	27
2020 Q3	$454K	Buy	2,095 +225	+12%	+$48.8K	0.42%	28
2020 Q2	$359K	Hold	1,870	–	–	0.36%	29
2020 Q1	$282K	Hold	1,870	–	–	0.32%	38
2019 Q4	$329K	Buy	+1,870	New	+$329K	0.28%	50