David Rolfe - Wedgewood Partners Inc
Holding/activity history for iShares Russell 1000 Growth ETF (IWF)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,096 | 0.05 | Reduce 95.64% | 1.01 | $106.60 | $223,434 | SEC |
| 2025 Q4 | 48,076 | 1.06 | Buy | 1.06 | $118.33 | $5,688,621 | SEC |
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 0.61 | SEC | ||
| 2025 Q1 | 30,352 | 0.61 | Add 95.87% | 0.30 | $99.91 | $3,032,317 | SEC |
| 2024 Q4 | 15,496 | 0.31 | Buy | 0.31 | $100.40 | $1,555,721 | SEC |
| 2023 Q4 | 0 | 0.00 | Sell 100.00% | 0.09 | SEC | ||
| 2023 Q3 | 5,356 | 0.09 | Buy | 0.09 | $66.50 | $356,161 | SEC |