W Advisors LLC’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
$5.1M Hold
12,010
2.92% 11
2025
Q1
$4.34M Hold
12,010
2.71% 10
2024
Q4
$4.82M Hold
12,010
2.98% 9
2024
Q3
$4.51M Hold
12,010
2.78% 10
2024
Q2
$4.38M Hold
12,010
2.87% 10
2024
Q1
$4.05M Hold
12,010
2.78% 12
2023
Q4
$3.64M Sell
12,010
-283
-2% -$85.8K 2.7% 11
2023
Q3
$3.27M Buy
12,293
+283
+2% +$75.3K 2.69% 11
2023
Q2
$3.3M Hold
12,010
2.59% 12
2023
Q1
$2.93M Sell
12,010
-184
-2% -$45K 2.42% 12
2022
Q4
$2.61M Buy
12,194
+184
+2% +$39.4K 2.18% 14
2022
Q3
$2.53M Hold
12,010
2.35% 13
2022
Q2
$2.63M Buy
12,010
+4
+0% +$875 2.27% 11
2022
Q1
$3.33M Sell
12,006
-442
-4% -$123K 2.52% 10
2021
Q4
$3.8M Buy
+12,448
New +$3.8M 2.84% 9