Warner Financial’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 | $761K | Buy |
1,792
+2
| +0.1% | +$849 | 0.31% | 60 |
|
|
2025
Q1 | $647K | Sell |
1,790
-6
| -0.3% | -$2.17K | 0.29% | 66 |
|
|
2024
Q4 | $721K | Buy |
1,796
+1
| +0.1% | +$401 | 0.31% | 63 |
|
|
2024
Q3 | $674K | Sell |
1,795
-21
| -1% | -$7.89K | 0.3% | 67 |
|
|
2024
Q2 | $662K | Buy |
1,816
+1
| +0.1% | +$365 | 0.32% | 65 |
|
|
2024
Q1 | $612K | Sell |
1,815
-5
| -0.3% | -$1.69K | 0.31% | 66 |
|
|
2023
Q4 | $552K | Buy |
1,820
+4
| +0.2% | +$1.21K | 0.31% | 63 |
|
|
2023
Q3 | $483K | Hold |
1,816
| – | – | 0.32% | 62 |
|
|
2023
Q2 | $500K | Buy |
1,816
+2
| +0.1% | +$551 | 0.32% | 61 |
|
|
2023
Q1 | $443K | Sell |
1,814
-7
| -0.4% | -$1.71K | 0.31% | 62 |
|
|
2022
Q4 | $390K | Buy |
1,821
+5
| +0.3% | +$1.07K | 0.3% | 62 |
|
|
2022
Q3 | $382K | Buy |
1,816
+320
| +21% | +$67.3K | 0.31% | 58 |
|
|
2022
Q2 | $327K | Buy |
1,496
+227
| +18% | +$49.6K | 0.3% | 58 |
|
|
2022
Q1 | $352K | Sell |
1,269
-43
| -3% | -$11.9K | 0.29% | 58 |
|
|
2021
Q4 | $401K | Buy |
+1,312
| New | +$401K | 0.33% | 51 |
|