TW
Transform Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $404K | Sell |
1,120
-207
| -16% | -$74.7K | 0.02% | 188 |
|
|
2024
Q4 | $533K | Buy |
1,327
+200
| +18% | +$80.3K | 0.03% | 180 |
|
|
2024
Q3 | $423K | Buy |
1,127
+200
| +22% | +$75.1K | 0.03% | 161 |
|
|
2024
Q2 | $338K | Buy |
927
+10
| +1% | +$3.65K | 0.03% | 172 |
|
|
2024
Q1 | $309K | Hold |
917
| – | – | 0.03% | 181 |
|
|
2023
Q4 | $278K | Hold |
917
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $244K | Sell |
917
-324
| -26% | -$86.4K | 0.03% | 219 |
|
|
2023
Q2 | $342K | Hold |
1,241
| – | – | 0.03% | 205 |
|
|
2023
Q1 | $303K | Buy |
+1,241
| New | +$303K | 0.03% | 212 |
|