Wealth Management Partners’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 | $601K | Sell |
1,414
-11
| -0.8% | -$4.68K | 0.21% | 83 |
|
|
2025
Q1 | $515K | Buy |
1,425
+79
| +6% | +$28.5K | 0.24% | 78 |
|
|
2024
Q4 | $541K | Sell |
1,346
-4
| -0.3% | -$1.61K | 0.23% | 75 |
|
|
2024
Q3 | $507K | Sell |
1,350
-53
| -4% | -$19.9K | 0.23% | 71 |
|
|
2024
Q2 | $511K | Buy |
1,403
+49
| +4% | +$17.9K | 0.25% | 65 |
|
|
2024
Q1 | $456K | Sell |
1,354
-148
| -10% | -$49.9K | 0.23% | 73 |
|
|
2023
Q4 | $455K | Hold |
1,502
| – | – | 0.25% | 70 |
|
|
2023
Q3 | $400K | Sell |
1,502
-10
| -0.7% | -$2.66K | 0.25% | 76 |
|
|
2023
Q2 | $416K | Sell |
1,512
-55
| -4% | -$15.1K | 0.26% | 75 |
|
|
2023
Q1 | $383K | Sell |
1,567
-433
| -22% | -$106K | 0.27% | 74 |
|
|
2022
Q4 | $336K | Hold |
2,000
| – | – | 0.28% | 69 |
|
|
2022
Q3 | $338K | Hold |
2,000
| – | – | 0.3% | 65 |
|
|
2022
Q2 | $350K | Hold |
2,000
| – | – | 0.31% | 64 |
|
|
2022
Q1 | $445K | Hold |
2,000
| – | – | 0.32% | 62 |
|
|
2021
Q4 | $566K | Buy |
2,000
+152
| +8% | +$43K | 0.39% | 57 |
|
|
2021
Q3 | $506K | Sell |
1,848
-17
| -0.9% | -$4.66K | 0.37% | 58 |
|
|
2021
Q2 | $506K | Sell |
1,865
-75
| -4% | -$20.3K | 0.35% | 63 |
|
|
2021
Q1 | $489K | Sell |
1,940
-94
| -5% | -$23.7K | 0.36% | 64 |
|
|
2020
Q4 | $507K | Buy |
+2,034
| New | +$507K | 0.4% | 57 |
|