VFPW
Vantage Financial Partners (Wisconsin)’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 | $596K | Sell |
1,403
-288
| -17% | -$122K | 0.14% | 102 |
|
|
2025
Q1 | $611K | Sell |
1,691
-12
| -0.7% | -$4.33K | 0.15% | 88 |
|
|
2024
Q4 | $684K | Buy |
1,703
+8
| +0.5% | +$3.21K | 0.17% | 80 |
|
|
2024
Q3 | $636K | Buy |
1,695
+22
| +1% | +$8.26K | 0.16% | 89 |
|
|
2024
Q2 | $610K | Buy |
1,673
+14
| +0.8% | +$5.1K | 0.16% | 70 |
|
|
2024
Q1 | $559K | Buy |
1,659
+163
| +11% | +$54.9K | 0.15% | 76 |
|
|
2023
Q4 | $454K | Buy |
1,496
+57
| +4% | +$17.3K | 0.13% | 75 |
|
|
2023
Q3 | $383K | Sell |
1,439
-670
| -32% | -$178K | 0.15% | 51 |
|
|
2023
Q2 | $580K | Buy |
2,109
+28
| +1% | +$7.71K | 0.22% | 32 |
|
|
2023
Q1 | $509K | Buy |
2,081
+55
| +3% | +$13.4K | 0.2% | 42 |
|
|
2022
Q4 | $434K | Sell |
2,026
-1,793
| -47% | -$384K | 0.26% | 33 |
|
|
2022
Q3 | $804K | Sell |
3,819
-640
| -14% | -$135K | 0.54% | 21 |
|
|
2022
Q2 | $975K | Sell |
4,459
-932
| -17% | -$204K | 0.58% | 13 |
|
|
2022
Q1 | $1.5M | Sell |
5,391
-32,825
| -86% | -$9.12M | 0.77% | 11 |
|
|
2021
Q4 | $11.7M | Buy |
+38,216
| New | +$11.7M | 4.57% | 10 |
|