Tandem Financial’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
$4.35M Sell
10,251
-8,719
-46% -$3.7M 4.06% 7
2025
Q1
$6.85M Buy
18,970
+354
+2% +$128K 7.41% 4
2024
Q4
$7.48M Buy
+18,616
New +$7.48M 7.91% 3