WFA
Wellspring Financial Advisors’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 | $32.1M | Sell |
75,632
-3,819
| -5% | -$1.62M | 3.22% | 6 |
|
|
2025
Q1 | $28.7M | Sell |
79,451
-1,404
| -2% | -$507K | 3.19% | 8 |
|
|
2024
Q4 | $32.5M | Sell |
80,855
-1,600
| -2% | -$643K | 3.39% | 7 |
|
|
2024
Q3 | $31M | Buy |
82,455
+15,560
| +23% | +$5.84M | 3.69% | 7 |
|
|
2024
Q2 | $24.4M | Sell |
66,895
-201
| -0.3% | -$73.3K | 3.32% | 6 |
|
|
2024
Q1 | $22.6M | Sell |
67,096
-318
| -0.5% | -$107K | 3.57% | 6 |
|
|
2023
Q4 | $20.4M | Sell |
67,414
-122
| -0.2% | -$37K | 5.09% | 4 |
|
|
2023
Q3 | $18M | Sell |
67,536
-1,668
| -2% | -$444K | 5.25% | 4 |
|
|
2023
Q2 | $19M | Sell |
69,204
-1,732
| -2% | -$477K | 5.39% | 4 |
|
|
2023
Q1 | $17.3M | Sell |
70,936
-3,613
| -5% | -$883K | 5.14% | 4 |
|
|
2022
Q4 | $16M | Sell |
74,549
-1,816
| -2% | -$389K | 5.31% | 3 |
|
|
2022
Q3 | $16.1M | Sell |
76,365
-2,442
| -3% | -$514K | 5.93% | 3 |
|
|
2022
Q2 | $17.2M | Sell |
78,807
-3,818
| -5% | -$835K | 6% | 3 |
|
|
2022
Q1 | $22.9M | Sell |
82,625
-5,050
| -6% | -$1.4M | 6.76% | 2 |
|
|
2021
Q4 | $26.8M | Buy |
87,675
+746
| +0.9% | +$228K | 7.47% | 2 |
|
|
2021
Q3 | $23.8M | Sell |
86,929
-994
| -1% | -$272K | 7.18% | 2 |
|
|
2021
Q2 | $23.9M | Sell |
87,923
-12,310
| -12% | -$3.34M | 7.51% | 2 |
|
|
2021
Q1 | $15.1M | Buy |
100,233
+4,138
| +4% | +$623K | 7.28% | 3 |
|
|
2020
Q4 | $23.2M | Sell |
96,095
-2,635
| -3% | -$635K | 8.09% | 2 |
|
|
2020
Q3 | $21.4M | Sell |
98,730
-1,156
| -1% | -$251K | 8.39% | 2 |
|
|
2020
Q2 | $19.2M | Sell |
99,886
-347
| -0.3% | -$66.6K | 7.91% | 2 |
|
|
2020
Q1 | $15.1M | Buy |
+100,233
| New | +$15.1M | 7.28% | 3 |
|