Strait & Sound 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
Q1 | – | Sell |
-560
| Closed | -$225K | – | 151 |
|
|
2024
Q4 | $225K | Hold |
560
| – | – | 0.1% | 137 |
|
|
2024
Q3 | $210K | Sell |
560
-1,680
| -75% | -$631K | 0.1% | 138 |
|
|
2024
Q2 | $817K | Sell |
2,240
-75
| -3% | -$27.3K | 0.42% | 43 |
|
|
2024
Q1 | $781K | Hold |
2,315
| – | – | 0.44% | 41 |
|
|
2023
Q4 | $703K | Buy |
2,315
+90
| +4% | +$27.3K | 0.44% | 42 |
|
|
2023
Q3 | $592K | Buy |
+2,225
| New | +$592K | 0.51% | 42 |
|