Stone Summit Wealth’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 | $619K | Hold |
1,458
| – | – | 0.19% | 86 |
|
|
2025
Q1 | $526K | Sell |
1,458
-277
| -16% | -$100K | 0.18% | 92 |
|
|
2024
Q4 | $697K | Sell |
1,735
-25
| -1% | -$10K | 0.23% | 79 |
|
|
2024
Q3 | $661K | Sell |
1,760
-11
| -0.6% | -$4.13K | 0.21% | 84 |
|
|
2024
Q2 | $646K | Sell |
1,771
-3
| -0.2% | -$1.09K | 0.23% | 82 |
|
|
2024
Q1 | $598K | Sell |
1,774
-15
| -0.8% | -$5.06K | 0.21% | 88 |
|
|
2023
Q4 | $542K | Sell |
1,789
-9
| -0.5% | -$2.73K | 0.21% | 95 |
|
|
2023
Q3 | $478K | Buy |
1,798
+30
| +2% | +$7.98K | 0.21% | 98 |
|
|
2023
Q2 | $487K | Buy |
1,768
+258
| +17% | +$71K | 0.2% | 94 |
|
|
2023
Q1 | $369K | Sell |
1,510
-15
| -1% | -$3.67K | 0.16% | 104 |
|
|
2022
Q4 | $327K | Hold |
1,525
| – | – | 0.16% | 110 |
|
|
2022
Q3 | $321K | Sell |
1,525
-32
| -2% | -$6.74K | 0.2% | 100 |
|
|
2022
Q2 | $341K | Sell |
1,557
-156
| -9% | -$34.2K | 0.2% | 101 |
|
|
2022
Q1 | $478K | Sell |
1,713
-25
| -1% | -$6.98K | 0.27% | 87 |
|
|
2021
Q4 | $532K | Buy |
+1,738
| New | +$532K | 0.43% | 72 |
|