Traphagen Investment Advisors’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
2026 Q1	$867K	Buy	8,132 +500	+7%	+$56.8K	0.07%	85
2025 Q4	$903K	Hold	7,632	–	–	0.07%	83
2025 Q3	$894K	Hold	7,632	–	–	0.08%	83
2025 Q2	$810K	Buy	7,632 +4	+0.1%	+$382	0.08%	85
2025 Q1	$689K	Sell	7,628 -288	-4%	-$28.4K	0.07%	92
2024 Q4	$795K	Buy	7,916 +276	+4%	+$27.1K	0.08%	85
2024 Q3	$717K	Sell	7,640 -1,020	-12%	-$92.5K	0.07%	85
2024 Q2	$789K	Sell	8,660 -192	-2%	-$16.4K	0.09%	79
2024 Q1	$746K	Buy	8,852 +4	+0%	+$322	0.08%	81
2023 Q4	$671K	Buy	8,848 +996	+13%	+$70.4K	0.08%	80
2023 Q3	$522K	Hold	7,852	–	–	0.07%	81
2023 Q2	$540K	Buy	7,852 +84	+1%	+$5.34K	0.07%	82
2023 Q1	$475K	Sell	7,768 -104	-1%	-$5.99K	0.07%	87
2022 Q4	$422K	Sell	7,872 -196	-2%	-$10.8K	0.07%	89
2022 Q3	$424K	Buy	8,068 +824	+11%	+$48.5K	0.08%	75
2022 Q2	$396K	Hold	7,244	–	–	0.07%	85
2022 Q1	$503K	Buy	+7,244	New	+$495K	0.08%	73