WCFA
Walkner Condon Financial Advisors’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 | $1.48M | Buy |
3,483
+83
| +2% | +$35.2K | 0.27% | 75 |
|
|
2025
Q1 | $1.23M | Buy |
3,400
+414
| +14% | +$149K | 0.25% | 82 |
|
|
2024
Q4 | $1.2M | Buy |
2,986
+459
| +18% | +$184K | 0.24% | 82 |
|
|
2024
Q3 | $949K | Sell |
2,527
-60
| -2% | -$22.5K | 0.19% | 102 |
|
|
2024
Q2 | $943K | Buy |
2,587
+135
| +6% | +$49.2K | 0.2% | 98 |
|
|
2024
Q1 | $826K | Hold |
2,452
| – | – | 0.18% | 109 |
|
|
2023
Q4 | $743K | Buy |
2,452
+26
| +1% | +$7.88K | 0.17% | 113 |
|
|
2023
Q3 | $645K | Sell |
2,426
-14
| -0.6% | -$3.72K | 0.17% | 110 |
|
|
2023
Q2 | $671K | Hold |
2,440
| – | – | 0.18% | 107 |
|
|
2023
Q1 | $596K | Buy |
2,440
+776
| +47% | +$190K | 0.17% | 112 |
|
|
2022
Q4 | $356K | Buy |
1,664
+65
| +4% | +$13.9K | 0.11% | 151 |
|
|
2022
Q3 | $336K | Sell |
1,599
-78
| -5% | -$16.4K | 0.11% | 152 |
|
|
2022
Q2 | $367K | Sell |
1,677
-20
| -1% | -$4.38K | 0.11% | 154 |
|
|
2022
Q1 | $471K | Hold |
1,697
| – | – | 0.13% | 137 |
|
|
2021
Q4 | $519K | Buy |
1,697
+98
| +6% | +$30K | 0.34% | 71 |
|
|
2021
Q3 | $438K | Hold |
1,599
| – | – | 0.22% | 90 |
|
|
2021
Q2 | $434K | Hold |
1,599
| – | – | 0.16% | 109 |
|
|
2021
Q1 | $389K | Hold |
1,599
| – | – | 0.15% | 115 |
|
|
2020
Q4 | $386K | Hold |
1,599
| – | – | 0.17% | 92 |
|
|
2020
Q3 | $347K | Buy |
+1,599
| New | +$347K | 0.19% | 90 |
|