Wingate Wealth 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 Q1	–	Sell	-256	Closed	-$103K	–	259
2024 Q4	$103K	Buy	+256	New	+$103K	0.1%	136