Sterling 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+525
| New | +$223K | 0.08% | 101 |
|
|
2024
Q4 | $211K | Buy |
+525
| New | +$211K | 0.08% | 101 |
|
|
2024
Q3 | – | Sell |
-740
| Closed | -$270K | – | 112 |
|
|
2024
Q2 | $270K | Buy |
740
+1
| +0.1% | +$364 | 0.13% | 87 |
|
|
2024
Q1 | $249K | Hold |
739
| – | – | 0.12% | 85 |
|
|
2023
Q4 | $224K | Buy |
+739
| New | +$224K | 0.13% | 86 |
|