Waypoint Wealth Counsel’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 | $736K | Sell |
1,733
-18
| -1% | -$7.64K | 0.36% | 46 |
|
|
2025
Q1 | $632K | Sell |
1,751
-110
| -6% | -$39.7K | 0.4% | 44 |
|
|
2024
Q4 | $747K | Hold |
1,861
| – | – | 0.49% | 41 |
|
|
2024
Q3 | $699K | Sell |
1,861
-11
| -0.6% | -$4.13K | 0.47% | 40 |
|
|
2024
Q2 | $682K | Buy |
1,872
+334
| +22% | +$122K | 0.52% | 38 |
|
|
2024
Q1 | $518K | Hold |
1,538
| – | – | 0.4% | 45 |
|
|
2023
Q4 | $466K | Sell |
1,538
-333
| -18% | -$101K | 0.4% | 50 |
|
|
2023
Q3 | $498K | Hold |
1,871
| – | – | 0.47% | 43 |
|
|
2023
Q2 | $515K | Hold |
1,871
| – | – | 0.46% | 42 |
|
|
2023
Q1 | $457K | Hold |
1,871
| – | – | 0.35% | 51 |
|
|
2022
Q4 | $401K | Buy |
+1,871
| New | +$401K | 0.32% | 57 |
|