Wetzel Investment 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 | $23.7M | Buy |
55,718
+12,061
| +28% | +$5.12M | 10.82% | 1 |
|
|
2025
Q1 | $15.8M | Buy |
43,657
+783
| +2% | +$283K | 7.95% | 2 |
|
|
2024
Q4 | $17.2M | Buy |
42,874
+624
| +1% | +$251K | 8.56% | 1 |
|
|
2024
Q3 | $15.9M | Buy |
42,250
+21,077
| +100% | +$7.91M | 7.97% | 2 |
|
|
2024
Q2 | $7.14M | Buy |
21,173
+76
| +0.4% | +$25.6K | 4.08% | 5 |
|
|
2024
Q1 | $6.8M | Buy |
21,097
+614
| +3% | +$198K | 4.01% | 5 |
|
|
2023
Q4 | $6.21M | Buy |
+20,483
| New | +$6.21M | 3.81% | 4 |
|