Vertex Planning Partners’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 | $340K | Hold |
800
| – | – | 0.07% | 139 |
|
|
2025
Q1 | $289K | Sell |
800
-36
| -4% | -$13K | 0.06% | 147 |
|
|
2024
Q4 | $336K | Buy |
836
+36
| +5% | +$14.5K | 0.07% | 139 |
|
|
2024
Q3 | $300K | Hold |
800
| – | – | 0.07% | 130 |
|
|
2024
Q2 | $292K | Sell |
800
-1,070
| -57% | -$390K | 0.08% | 125 |
|
|
2024
Q1 | $630K | Buy |
1,870
+937
| +100% | +$316K | 0.17% | 67 |
|
|
2023
Q4 | $283K | Sell |
933
-397
| -30% | -$120K | 0.08% | 121 |
|
|
2023
Q3 | $354K | Hold |
1,330
| – | – | 0.12% | 90 |
|
|
2023
Q2 | $366K | Hold |
1,330
| – | – | 0.12% | 84 |
|
|
2023
Q1 | $325K | Buy |
1,330
+83
| +7% | +$20.3K | 0.12% | 85 |
|
|
2022
Q4 | $267K | Buy |
+1,247
| New | +$267K | 0.1% | 118 |
|