WDG
Wealth Dimensions Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
8,059
+39
| +0.5% | +$16.6K | 0.75% | 19 |
|
|
2025
Q1 | $2.9M | Sell |
8,020
-259
| -3% | -$93.5K | 0.69% | 20 |
|
|
2024
Q4 | $3.32M | Sell |
8,279
-443
| -5% | -$178K | 0.81% | 19 |
|
|
2024
Q3 | $3.27M | Sell |
8,722
-107
| -1% | -$40.2K | 0.83% | 19 |
|
|
2024
Q2 | $3.22M | Sell |
8,829
-461
| -5% | -$168K | 0.92% | 18 |
|
|
2024
Q1 | $3.13M | Sell |
9,290
-236
| -2% | -$79.5K | 0.92% | 18 |
|
|
2023
Q4 | $2.89M | Sell |
9,526
-465
| -5% | -$141K | 0.91% | 17 |
|
|
2023
Q3 | $2.66M | Buy |
9,991
+86
| +0.9% | +$22.9K | 0.96% | 17 |
|
|
2023
Q2 | $2.73M | Sell |
9,905
-70
| -0.7% | -$19.3K | 0.99% | 16 |
|
|
2023
Q1 | $2.44M | Buy |
9,975
+281
| +3% | +$68.7K | 0.94% | 18 |
|
|
2022
Q4 | $2.08M | Buy |
9,694
+5,915
| +157% | +$1.27M | 0.85% | 22 |
|
|
2022
Q3 | $795K | Buy |
3,779
+5
| +0.1% | +$1.05K | 0.39% | 40 |
|
|
2022
Q2 | $825K | Buy |
3,774
+478
| +15% | +$104K | 0.39% | 42 |
|
|
2022
Q1 | $915K | Buy |
3,296
+1,082
| +49% | +$300K | 0.42% | 41 |
|
|
2021
Q4 | $676K | Hold |
2,214
| – | – | 0.33% | 51 |
|
|
2021
Q3 | $607K | Buy |
2,214
+174
| +9% | +$47.7K | 0.39% | 50 |
|
|
2021
Q2 | $554K | Buy |
2,040
+133
| +7% | +$36.1K | 0.38% | 51 |
|
|
2021
Q1 | $463K | Hold |
1,907
| – | – | 0.36% | 64 |
|
|
2020
Q4 | $460K | Buy |
+1,907
| New | +$460K | 0.4% | 53 |
|