Waterfront Wealth’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
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.17M | Hold |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $973K | Sell |
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|
2023
Q3 | $876K | Sell |
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|
2023
Q2 | $941K | Hold |
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|
2023
Q1 | $815K | Hold |
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|
2022
Q4 | $774K | Hold |
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|
2022
Q3 | $740K | Hold |
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|
2022
Q2 | $729K | Hold |
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|
2022
Q1 | $904K | Hold |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $859K | Buy |
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|
2021
Q2 | $811K | Hold |
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|
2021
Q1 | $737K | Hold |
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|
2020
Q4 | $720K | Buy |
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