Values Added Financial’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 | $391K | Hold |
920
| – | – | 0.19% | 85 |
|
|
2025
Q1 | $332K | Sell |
920
-70
| -7% | -$25.3K | 0.18% | 89 |
|
|
2024
Q4 | $398K | Hold |
990
| – | – | 0.23% | 76 |
|
|
2024
Q3 | $372K | Hold |
990
| – | – | 0.23% | 67 |
|
|
2024
Q2 | $361K | Buy |
990
+70
| +8% | +$25.5K | 0.26% | 63 |
|
|
2024
Q1 | $310K | Hold |
920
| – | – | 0.24% | 65 |
|
|
2023
Q4 | $279K | Hold |
920
| – | – | 0.23% | 69 |
|
|
2023
Q3 | $245K | Hold |
920
| – | – | 0.22% | 72 |
|
|
2023
Q2 | $253K | Buy |
+920
| New | +$253K | 0.24% | 68 |
|