Abbot Financial 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 | $380K | Sell |
896
-12
| -1% | -$5.1K | 0.18% | 108 |
|
|
2025
Q1 | $328K | Hold |
908
| – | – | 0.17% | 110 |
|
|
2024
Q4 | $365K | Buy |
908
+30
| +3% | +$12K | 0.18% | 105 |
|
|
2024
Q3 | $330K | Sell |
878
-172
| -16% | -$64.6K | 0.17% | 111 |
|
|
2024
Q2 | $383K | Hold |
1,050
| – | – | 0.21% | 104 |
|
|
2024
Q1 | $354K | Sell |
1,050
-7
| -0.7% | -$2.36K | 0.2% | 101 |
|
|
2023
Q4 | $320K | Sell |
1,057
-115
| -10% | -$34.9K | 0.19% | 100 |
|
|
2023
Q3 | $312K | Buy |
1,172
+105
| +10% | +$27.9K | 0.21% | 99 |
|
|
2023
Q2 | $294K | Hold |
1,067
| – | – | 0.19% | 97 |
|
|
2023
Q1 | $261K | Hold |
1,067
| – | – | 0.18% | 103 |
|
|
2022
Q4 | $229K | Buy |
1,067
+16
| +2% | +$3.43K | 0.16% | 106 |
|
|
2022
Q3 | $221K | Hold |
1,051
| – | – | 0.16% | 104 |
|
|
2022
Q2 | $230K | Hold |
1,051
| – | – | 0.14% | 111 |
|
|
2022
Q1 | $292K | Buy |
1,051
+36
| +4% | +$10K | 0.14% | 110 |
|
|
2021
Q4 | $310K | Buy |
1,015
+1
| +0.1% | +$305 | 0.14% | 113 |
|
|
2021
Q3 | $278K | Sell |
1,014
-29
| -3% | -$7.95K | 0.13% | 117 |
|
|
2021
Q2 | $283K | Sell |
1,043
-115
| -10% | -$31.2K | 0.12% | 116 |
|
|
2021
Q1 | $282K | Hold |
1,158
| – | – | 0.13% | 108 |
|
|
2020
Q4 | $279K | Sell |
1,158
-5
| -0.4% | -$1.21K | 0.16% | 99 |
|
|
2020
Q3 | $252K | Sell |
1,163
-155
| -12% | -$33.6K | 0.16% | 97 |
|
|
2020
Q2 | $253K | Sell |
1,318
-82
| -6% | -$15.7K | 0.17% | 97 |
|
|
2020
Q1 | $211K | Sell |
1,400
-681
| -33% | -$103K | 0.17% | 95 |
|
|
2019
Q4 | $366K | Buy |
2,081
+1
| +0% | +$176 | 0.23% | 91 |
|
|
2019
Q3 | $332K | Sell |
2,080
-636
| -23% | -$102K | 0.24% | 93 |
|
|
2019
Q2 | $427K | Buy |
+2,716
| New | +$427K | 0.31% | 80 |
|