Williams Jones Wealth Management’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 | $291K | Sell |
685
-5
| -0.7% | -$2.12K | ﹤0.01% | 420 |
|
|
2025
Q1 | $249K | Sell |
690
-480
| -41% | -$173K | ﹤0.01% | 428 |
|
|
2024
Q4 | $470K | Buy |
1,170
+455
| +64% | +$183K | 0.01% | 353 |
|
|
2024
Q3 | $268K | Sell |
715
-32
| -4% | -$12K | ﹤0.01% | 444 |
|
|
2024
Q2 | $272K | Buy |
+747
| New | +$272K | ﹤0.01% | 430 |
|
|
2022
Q2 | – | Sell |
-1,618
| Closed | -$449K | – | 595 |
|
|
2022
Q1 | $449K | Buy |
1,618
+199
| +14% | +$55.2K | 0.01% | 367 |
|
|
2021
Q4 | $434K | Hold |
1,419
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $389K | Hold |
1,419
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $385K | Buy |
+1,419
| New | +$385K | 0.01% | 360 |
|