Surevest’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
2022
Q3
$15.4M Buy
73,323
+3,967
+6% +$835K 4.2% 1
2022
Q2
$15.2M Buy
69,356
+10,303
+17% +$2.25M 3.98% 2
2022
Q1
$16.4M Buy
59,053
+34,436
+140% +$9.56M 3.96% 1
2021
Q4
$7.52M Buy
24,617
+23,685
+2,541% +$7.24M 1.78% 10
2021
Q3
$255K Buy
+932
New +$255K 0.06% 101