Trademark Financial Management’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 | $2.08M | Sell |
4,904
-1,222
| -20% | -$519K | 1.27% | 24 |
|
|
2025
Q1 | $2.21M | Buy |
6,126
+110
| +2% | +$39.7K | 1.69% | 17 |
|
|
2024
Q4 | $2.42M | Buy |
6,016
+399
| +7% | +$160K | 1.92% | 17 |
|
|
2024
Q3 | $2.11M | Buy |
5,617
+674
| +14% | +$253K | 1.67% | 14 |
|
|
2024
Q2 | $1.8M | Buy |
4,943
+22
| +0.4% | +$8.02K | 1.47% | 16 |
|
|
2024
Q1 | $1.66M | Buy |
4,921
+135
| +3% | +$45.5K | 1.38% | 17 |
|
|
2023
Q4 | $1.45M | Buy |
+4,786
| New | +$1.45M | 1.06% | 19 |
|