Talisman Wealth Advisors’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 | $6.23M | Buy |
14,673
+12
| +0.1% | +$5.1K | 5.69% | 3 |
|
|
2025
Q1 | $5.29M | Buy |
14,661
+1,508
| +11% | +$545K | 5.44% | 4 |
|
|
2024
Q4 | $5.28M | Buy |
13,153
+721
| +6% | +$290K | 5.6% | 3 |
|
|
2024
Q3 | $4.65M | Buy |
12,432
+18
| +0.1% | +$6.73K | 4.89% | 3 |
|
|
2024
Q2 | $4.53M | Buy |
12,414
+573
| +5% | +$209K | 5.23% | 3 |
|
|
2024
Q1 | $3.99M | Buy |
11,841
+2,288
| +24% | +$771K | 5.02% | 3 |
|
|
2023
Q4 | $2.9M | Buy |
9,553
+1,434
| +18% | +$435K | 4.3% | 3 |
|
|
2023
Q3 | $2.16M | Buy |
8,119
+1,686
| +26% | +$448K | 3.74% | 3 |
|
|
2023
Q2 | $1.77M | Sell |
6,433
-215
| -3% | -$59.2K | 3.02% | 6 |
|
|
2023
Q1 | $1.62M | Buy |
6,648
+274
| +4% | +$66.9K | 2.93% | 7 |
|
|
2022
Q4 | $1.37M | Buy |
+6,374
| New | +$1.37M | 2.9% | 9 |
|