Triad Wealth Partners’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	$506K	Buy	1,191 +149	+14%	+$63.3K	0.1%	149
2025 Q1	$376K	Sell	1,042 -10	-1%	-$3.61K	0.12%	132
2024 Q4	$423K	Buy	+1,052	New	+$423K	0.15%	104
2024 Q3	–	Sell	-17	Closed	-$6.2K	–	472
2024 Q2	$6.2K	Buy	+17	New	+$6.2K	﹤0.01%	524