Acorn Financial Advisory Services’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 | $266K | Sell |
627
-52
| -8% | -$22.1K | 0.04% | 168 |
|
|
2025
Q1 | $245K | Hold |
679
| – | – | 0.04% | 164 |
|
|
2024
Q4 | $273K | Hold |
679
| – | – | 0.05% | 170 |
|
|
2024
Q3 | $255K | Hold |
679
| – | – | 0.05% | 173 |
|
|
2024
Q2 | $248K | Hold |
679
| – | – | 0.05% | 176 |
|
|
2024
Q1 | $229K | Sell |
679
-106
| -14% | -$35.7K | 0.04% | 184 |
|
|
2023
Q4 | $238K | Sell |
785
-34
| -4% | -$10.3K | 0.04% | 224 |
|
|
2023
Q3 | $218K | Sell |
819
-27
| -3% | -$7.18K | 0.04% | 227 |
|
|
2023
Q2 | $233K | Buy |
+846
| New | +$233K | 0.04% | 224 |
|
|
2022
Q2 | – | Sell |
-807
| Closed | -$224K | – | 215 |
|
|
2022
Q1 | $224K | Buy |
807
+144
| +22% | +$40K | 0.04% | 208 |
|
|
2021
Q4 | $203K | Sell |
663
-133
| -17% | -$40.7K | 0.04% | 212 |
|
|
2021
Q3 | $218K | Hold |
796
| – | – | 0.07% | 206 |
|
|
2021
Q2 | $216K | Buy |
+796
| New | +$216K | 0.06% | 223 |
|