West Financial Advisors’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 | $379K | Buy |
893
+302
| +51% | +$128K | 0.07% | 50 |
|
|
2025
Q1 | $213K | Sell |
591
-44
| -7% | -$15.9K | 0.04% | 56 |
|
|
2024
Q4 | $255K | Buy |
+635
| New | +$255K | 0.05% | 52 |
|
|
2022
Q4 | – | Sell |
-80
| Closed | -$17K | – | 183 |
|
|
2022
Q3 | $17K | Hold |
80
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $17K | Hold |
80
| – | – | ﹤0.01% | 119 |
|
|
2022
Q1 | $22K | Hold |
80
| – | – | 0.01% | 118 |
|
|
2021
Q4 | $24K | Buy |
+80
| New | +$24K | 0.01% | 128 |
|