Watershed Private 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 | $1.58M | Buy |
3,716
+416
| +13% | +$177K | 0.57% | 33 |
|
|
2025
Q1 | $1.19M | Sell |
3,300
-15
| -0.5% | -$5.42K | 0.48% | 40 |
|
|
2024
Q4 | $1.33M | Hold |
3,315
| – | – | 0.52% | 36 |
|
|
2024
Q3 | $1.24M | Hold |
3,315
| – | – | 0.5% | 38 |
|
|
2024
Q2 | $1.21M | Sell |
3,315
-466
| -12% | -$170K | 0.51% | 43 |
|
|
2024
Q1 | $1.27M | Hold |
3,781
| – | – | 0.56% | 43 |
|
|
2023
Q4 | $1.15M | Buy |
3,781
+1,063
| +39% | +$322K | 0.63% | 42 |
|
|
2023
Q3 | $723K | Sell |
2,718
-917
| -25% | -$244K | 0.45% | 51 |
|
|
2023
Q2 | $1M | Hold |
3,635
| – | – | 0.61% | 45 |
|
|
2023
Q1 | $888K | Buy |
3,635
+45
| +1% | +$11K | 0.6% | 45 |
|
|
2022
Q4 | $769K | Buy |
+3,590
| New | +$769K | 0.58% | 46 |
|