Waterway Wealth Management’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 | $22.7M | Buy |
53,563
+33,058
| +161% | +$14M | 6.88% | 5 |
|
2025
Q1 | $7.4M | Buy |
20,505
+9,158
| +81% | +$3.31M | 3.09% | 8 |
|
2024
Q4 | $4.56M | Buy |
11,347
+2,019
| +22% | +$811K | 2% | 10 |
|
2024
Q3 | $3.5M | Sell |
9,328
-330
| -3% | -$124K | 1.5% | 12 |
|
2024
Q2 | $3.52M | Sell |
9,658
-4,516
| -32% | -$1.65M | 1.73% | 11 |
|
2024
Q1 | $4.78M | Sell |
14,174
-1,432
| -9% | -$483K | 2.1% | 8 |
|
2023
Q4 | $4.73M | Buy |
+15,606
| New | +$4.73M | 1.97% | 9 |
|