Valley Financial 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
2023
Q2
$173K Sell
630
-4
-0.6% -$1.1K 0.09% 39
2023
Q1
$155K Hold
634
0.1% 42
2022
Q4
$136K Sell
634
-1,542
-71% -$330K 0.08% 38
2022
Q3
$458K Buy
+2,176
New +$458K 0.27% 36