Wedgewood 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	–	Sell	-7,588	Closed	-$3.03M	–	20
2025 Q1	$3.03M	Buy	7,588 +3,714	+96%	+$1.48M	0.61%	20
2024 Q4	$1.56M	Buy	+3,874	New	+$1.56M	0.31%	19
2023 Q4	–	Sell	-1,339	Closed	-$356K	–	21
2023 Q3	$356K	Buy	+1,339	New	+$356K	0.09%	20