Williams Jones Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Williams Jones Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$321K	Hold
2025 Q2	$291K	Sell
2025 Q1	$249K	Sell
2024 Q4	$470K	Buy
2024 Q3	$268K	Sell
2024 Q2	$272K	Buy
2022 Q2	–	Sell
2022 Q1	$449K	Buy
2021 Q4	$434K	Hold
2021 Q3	$389K	Hold
2021 Q2	$385K	Buy