Wescott Financial Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $3.76M | Buy |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $513K | Hold |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $467K | Buy |
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