The Family Firm’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $327K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $588K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $256K | Hold |
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|
2016
Q3 | $255K | Buy |
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