Von Berge Wealth Management Group’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 | $822K | Sell |
1,900
-71
| -4% | -$30.7K | 0.46% | 34 |
|
|
2025
Q1 | $708K | Buy |
1,971
+41
| +2% | +$14.7K | 0.46% | 35 |
|
|
2024
Q4 | $793K | Hold |
1,930
| – | – | 0.48% | 35 |
|
|
2024
Q3 | $754K | Hold |
1,930
| – | – | 0.47% | 35 |
|
|
2024
Q2 | $710K | Hold |
1,930
| – | – | 0.45% | 36 |
|
|
2024
Q1 | $651K | Hold |
1,930
| – | – | 0.42% | 35 |
|
|
2023
Q4 | $590K | Hold |
1,930
| – | – | 0.45% | 37 |
|
|
2023
Q3 | $513K | Hold |
1,930
| – | – | 0.44% | 34 |
|
|
2023
Q2 | $531K | Hold |
1,930
| – | – | 0.44% | 32 |
|
|
2023
Q1 | $472K | Hold |
1,930
| – | – | 0.42% | 34 |
|
|
2022
Q4 | $448K | Hold |
1,930
| – | – | 0.4% | 34 |
|
|
2022
Q3 | $407K | Hold |
1,930
| – | – | 0.43% | 35 |
|
|
2022
Q2 | $429K | Hold |
1,930
| – | – | 0.45% | 35 |
|
|
2022
Q1 | $505K | Hold |
1,930
| – | – | 0.46% | 35 |
|
|
2021
Q4 | $539K | Buy |
+1,930
| New | +$539K | 0.5% | 34 |
|