Waterfront Wealth’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 | $1.22M | Hold |
2,878
| – | – | 0.27% | 107 |
|
|
2025
Q1 | $1.04M | Hold |
2,878
| – | – | 0.25% | 124 |
|
|
2024
Q4 | $1.16M | Hold |
2,878
| – | – | 0.28% | 112 |
|
|
2024
Q3 | $1.11M | Sell |
2,878
-330
| -10% | -$127K | 0.27% | 112 |
|
|
2024
Q2 | $1.17M | Hold |
3,208
| – | – | 0.32% | 95 |
|
|
2024
Q1 | $1.05M | Hold |
3,208
| – | – | 0.29% | 103 |
|
|
2023
Q4 | $973K | Sell |
3,208
-88
| -3% | -$26.7K | 0.29% | 106 |
|
|
2023
Q3 | $876K | Sell |
3,296
-38
| -1% | -$10.1K | 0.29% | 109 |
|
|
2023
Q2 | $941K | Hold |
3,334
| – | – | 0.28% | 110 |
|
|
2023
Q1 | $815K | Hold |
3,334
| – | – | 0.27% | 114 |
|
|
2022
Q4 | $774K | Hold |
3,334
| – | – | 0.27% | 119 |
|
|
2022
Q3 | $740K | Hold |
3,334
| – | – | 0.28% | 106 |
|
|
2022
Q2 | $729K | Hold |
3,334
| – | – | 0.29% | 95 |
|
|
2022
Q1 | $904K | Hold |
3,334
| – | – | 0.32% | 84 |
|
|
2021
Q4 | $1.02M | Buy |
3,334
+199
| +6% | +$60.8K | 0.4% | 69 |
|
|
2021
Q3 | $859K | Buy |
3,135
+149
| +5% | +$40.8K | 0.42% | 66 |
|
|
2021
Q2 | $811K | Hold |
2,986
| – | – | 0.38% | 71 |
|
|
2021
Q1 | $737K | Hold |
2,986
| – | – | 0.37% | 75 |
|
|
2020
Q4 | $720K | Buy |
+2,986
| New | +$720K | 0.51% | 50 |
|