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