Tradition Wealth 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
$20M Sell
47,058
-203
-0.4% -$86.2K 1.6% 13
2025
Q1
$17.1M Sell
47,261
-654
-1% -$236K 1.5% 17
2024
Q4
$19.2M Sell
47,915
-813
-2% -$326K 1.7% 12
2024
Q3
$18.3M Sell
48,728
-486
-1% -$182K 1.63% 14
2024
Q2
$17.9M Sell
49,214
-503
-1% -$183K 1.73% 13
2024
Q1
$16.8M Buy
+49,717
New +$16.8M 1.7% 15
2022
Q2
Sell
-52,242
Closed -$14.5M 1113
2022
Q1
$14.5M Sell
52,242
-73
-0.1% -$20.3K 1.85% 9
2021
Q4
$16M Sell
52,315
-20,447
-28% -$6.25M 2.01% 7
2021
Q3
$19.9M Buy
72,762
+38,583
+113% +$10.6M 2.84% 3
2021
Q2
$9.28M Buy
34,179
+19,871
+139% +$5.39M 1.39% 14
2021
Q1
$3.48M Hold
14,308
0.6% 51
2020
Q4
$3.45M Buy
+14,308
New +$3.45M 0.67% 44