Stone Summit Wealth’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
$665K Sell
2025
Q2
$619K Hold
2025
Q1
$526K Sell
2024
Q4
$697K Sell
2024
Q3
$661K Sell
2024
Q2
$646K Sell
2024
Q1
$598K Sell
2023
Q4
$542K Sell
2023
Q3
$478K Buy
2023
Q2
$487K Buy
2023
Q1
$369K Sell
2022
Q4
$327K Hold
2022
Q3
$321K Sell
2022
Q2
$341K Sell
2022
Q1
$478K Sell
2021
Q4
$532K Buy