YHB Investment Advisors’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
Q3 | $992K | Buy |
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|
2025
Q2 | $856K | Buy |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $825K | Buy |
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|
2024
Q3 | $744K | Hold |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $633K | Buy |
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|
2023
Q4 | $568K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $515K | Sell |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $549K | Sell |
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|
2021
Q4 | $703K | Sell |
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|
2021
Q3 | $668K | Buy |
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|
2021
Q2 | $507K | Hold |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $527K | Sell |
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|
2020
Q3 | $616K | Buy |
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