TPG Financial 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 | $7.66M | Sell |
18,030
-4,288
| -19% | -$1.82M | 3.06% | 14 |
|
|
2025
Q1 | $8.06M | Buy |
22,318
+7,979
| +56% | +$2.88M | 3.56% | 10 |
|
|
2024
Q4 | $5.76M | Sell |
14,339
-194
| -1% | -$77.9K | 2.51% | 14 |
|
|
2024
Q3 | $5.46M | Buy |
14,533
+314
| +2% | +$118K | 2.46% | 12 |
|
|
2024
Q2 | $5.18M | Buy |
+14,219
| New | +$5.18M | 2.45% | 13 |
|
|
2023
Q4 | $6.04M | Sell |
20,082
-1,115
| -5% | -$335K | 3.08% | 13 |
|
|
2023
Q3 | $5.64M | Buy |
21,197
+2,426
| +13% | +$645K | 2.91% | 12 |
|
|
2023
Q2 | $5.17M | Buy |
18,771
+290
| +2% | +$79.8K | 2.71% | 13 |
|
|
2023
Q1 | $4.52M | Buy |
18,481
+2,011
| +12% | +$491K | 2.47% | 16 |
|
|
2022
Q4 | $3.53M | Sell |
16,470
-714
| -4% | -$153K | 2.14% | 17 |
|
|
2022
Q3 | $3.62M | Buy |
+17,184
| New | +$3.62M | 2.22% | 15 |
|