Walkner Condon Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
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2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $943K | Buy |
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|
2024
Q1 | $826K | Hold |
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|
2023
Q4 | $743K | Buy |
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|
2023
Q3 | $645K | Sell |
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|
2023
Q2 | $671K | Hold |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $471K | Hold |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $434K | Hold |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $347K | Buy |
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