Ulland Investment Advisors’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 | $298K | Sell |
703
-8
| -1% | -$3.39K | 0.23% | 51 |
|
|
2025
Q1 | $257K | Hold |
711
| – | – | 0.21% | 50 |
|
|
2024
Q4 | $286K | Sell |
711
-24
| -3% | -$9.65K | 0.18% | 46 |
|
|
2024
Q3 | $276K | Sell |
735
-110
| -13% | -$41.3K | 0.2% | 50 |
|
|
2024
Q2 | $308K | Hold |
845
| – | – | 0.21% | 48 |
|
|
2024
Q1 | $285K | Buy |
+845
| New | +$285K | 0.23% | 46 |
|