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TruWealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.1M | Buy |
188,677
+4,152
| +2% | +$1.76M | 4.41% | 5 |
|
|
2025
Q1 | $66.6M | Buy |
184,525
+3,738
| +2% | +$1.35M | 4.02% | 5 |
|
|
2024
Q4 | $72.6M | Sell |
180,787
-39,462
| -18% | -$15.8M | 4.38% | 5 |
|
|
2024
Q3 | $82.7M | Buy |
220,249
+4,870
| +2% | +$1.83M | 5.07% | 4 |
|
|
2024
Q2 | $78.5M | Sell |
215,379
-11,629
| -5% | -$4.24M | 5.22% | 4 |
|
|
2024
Q1 | $76.5M | Buy |
227,008
+2,879
| +1% | +$970K | 5.34% | 2 |
|
|
2023
Q4 | $67.9M | Buy |
224,129
+54,598
| +32% | +$16.6M | 5.19% | 2 |
|
|
2023
Q3 | $45.1M | Buy |
169,531
+2,569
| +2% | +$683K | 3.88% | 6 |
|
|
2023
Q2 | $45.9M | Buy |
166,962
+26,585
| +19% | +$7.32M | 3.94% | 6 |
|
|
2023
Q1 | $34.3M | Sell |
140,377
-10,571
| -7% | -$2.58M | 3.14% | 6 |
|
|
2022
Q4 | $32.3M | Sell |
150,948
-24,998
| -14% | -$5.36M | 3.16% | 6 |
|
|
2022
Q3 | $37M | Buy |
175,946
+7,663
| +5% | +$1.61M | 3.92% | 5 |
|
|
2022
Q2 | $36.8M | Buy |
168,283
+26,515
| +19% | +$5.8M | 3.94% | 5 |
|
|
2022
Q1 | $39.4M | Buy |
141,768
+13,711
| +11% | +$3.81M | 4.09% | 5 |
|
|
2021
Q4 | $39.1M | Buy |
128,057
+3,473
| +3% | +$1.06M | 3.96% | 6 |
|
|
2021
Q3 | $34.1M | Buy |
124,584
+2,654
| +2% | +$727K | 3.81% | 6 |
|
|
2021
Q2 | $33.1M | Sell |
121,930
-14,574
| -11% | -$3.96M | 3.88% | 6 |
|
|
2021
Q1 | $33.2M | Sell |
136,504
-9,260
| -6% | -$2.25M | 4.5% | 6 |
|
|
2020
Q4 | $35.1M | Buy |
+145,764
| New | +$35.1M | 5.24% | 6 |
|