Tyler-Stone 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 | $645K | Hold |
1,520
| – | – | 0.1% | 172 |
|
|
2025
Q1 | $549K | Hold |
1,520
| – | – | 0.1% | 180 |
|
|
2024
Q4 | $610K | Hold |
1,520
| – | – | 0.11% | 171 |
|
|
2024
Q3 | $571K | Buy |
1,520
+760
| +100% | +$285K | 0.11% | 172 |
|
|
2024
Q2 | $277K | Hold |
760
| – | – | 0.11% | 155 |
|
|
2024
Q1 | $256K | Hold |
760
| – | – | 0.11% | 165 |
|
|
2023
Q4 | $230K | Buy |
760
+75
| +11% | +$22.7K | 0.12% | 166 |
|
|
2023
Q3 | $182K | Hold |
685
| – | – | 0.1% | 166 |
|
|
2023
Q2 | $188K | Buy |
+685
| New | +$188K | 0.11% | 166 |
|
|
2022
Q4 | $160K | Sell |
745
-100
| -12% | -$21.5K | 0.11% | 169 |
|
|
2022
Q3 | $178K | Hold |
845
| – | – | 0.14% | 144 |
|
|
2022
Q2 | $185K | Sell |
845
-10
| -1% | -$2.19K | 0.12% | 156 |
|
|
2022
Q1 | $237K | Hold |
855
| – | – | 0.13% | 150 |
|
|
2021
Q4 | $261K | Buy |
+855
| New | +$261K | 0.14% | 154 |
|