WFAG
Wescott Financial Advisory 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 | $2.7M | Buy |
6,351
+358
| +6% | +$152K | 0.26% | 51 |
|
|
2025
Q1 | $2.16M | Sell |
5,993
-141
| -2% | -$50.9K | 0.22% | 55 |
|
|
2024
Q4 | $2.46M | Buy |
6,134
+3
| +0% | +$1.21K | 0.26% | 51 |
|
|
2024
Q3 | $2.3M | Sell |
6,131
-156
| -2% | -$58.6K | 0.25% | 54 |
|
|
2024
Q2 | $2.29M | Sell |
6,287
-197
| -3% | -$71.8K | 0.27% | 51 |
|
|
2024
Q1 | $2.19M | Sell |
6,484
-375
| -5% | -$126K | 0.27% | 46 |
|
|
2023
Q4 | $2.08M | Buy |
6,859
+11
| +0.2% | +$3.34K | 0.29% | 49 |
|
|
2023
Q3 | $1.82M | Sell |
6,848
-598
| -8% | -$159K | 0.33% | 48 |
|
|
2023
Q2 | $2.05M | Sell |
7,446
-94
| -1% | -$25.9K | 0.36% | 46 |
|
|
2023
Q1 | $1.84M | Sell |
7,540
-10,032
| -57% | -$2.45M | 0.4% | 46 |
|
|
2022
Q4 | $3.76M | Buy |
17,572
+10,130
| +136% | +$2.17M | 0.81% | 27 |
|
|
2022
Q3 | $1.57M | Sell |
7,442
-221
| -3% | -$46.5K | 0.44% | 40 |
|
|
2022
Q2 | $1.68M | Buy |
7,663
+562
| +8% | +$123K | 0.45% | 38 |
|
|
2022
Q1 | $1.97M | Buy |
7,101
+5,421
| +323% | +$1.5M | 0.51% | 33 |
|
|
2021
Q4 | $513K | Hold |
1,680
| – | – | 0.26% | 40 |
|
|
2021
Q3 | $460K | Buy |
1,680
+23
| +1% | +$6.3K | 0.26% | 43 |
|
|
2021
Q2 | $467K | Buy |
+1,657
| New | +$467K | 0.28% | 39 |
|