Williams Jones Wealth Management’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
Q4 | $430K | Buy |
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|
2025
Q3 | $321K | Hold |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $272K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $434K | Hold |
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|
2021
Q3 | $389K | Hold |
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|
2021
Q2 | $385K | Buy |
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