Adero Partners’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 | $1.29M | Buy |
3,568
+634
| +22% | +$229K | 0.08% | 76 |
|
|
2024
Q4 | $1.18M | Hold |
2,934
| – | – | 0.08% | 78 |
|
|
2024
Q3 | $1.1M | Hold |
2,934
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $1.07M | Buy |
2,934
+34
| +1% | +$12.4K | 0.08% | 74 |
|
|
2024
Q1 | $977K | Sell |
2,900
-220
| -7% | -$74.2K | 0.07% | 80 |
|
|
2023
Q4 | $946K | Buy |
3,120
+220
| +8% | +$66.7K | 0.08% | 78 |
|
|
2023
Q3 | $771K | Hold |
2,900
| – | – | 0.07% | 83 |
|
|
2023
Q2 | $798K | Hold |
2,900
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $709K | Hold |
2,900
| – | – | 0.08% | 84 |
|
|
2022
Q4 | $621K | Sell |
2,900
-11
| -0.4% | -$2.36K | 0.07% | 88 |
|
|
2022
Q3 | $642K | Hold |
2,911
| – | – | 0.08% | 81 |
|
|
2022
Q2 | $646K | Buy |
2,911
+31
| +1% | +$6.88K | 0.09% | 79 |
|
|
2022
Q1 | $800K | Hold |
2,880
| – | – | 0.12% | 75 |
|
|
2021
Q4 | $880K | Hold |
2,880
| – | – | 0.14% | 70 |
|
|
2021
Q3 | $789K | Hold |
2,880
| – | – | 0.14% | 68 |
|
|
2021
Q2 | $782K | Buy |
2,880
+38
| +1% | +$10.3K | 0.18% | 61 |
|
|
2021
Q1 | $691K | Hold |
2,842
| – | – | 0.31% | 53 |
|
|
2020
Q4 | $685K | Hold |
2,842
| – | – | 0.59% | 34 |
|
|
2020
Q3 | $616K | Hold |
2,842
| – | – | 0.49% | 34 |
|
|
2020
Q2 | $546K | Hold |
2,842
| – | – | 0.57% | 33 |
|
|
2020
Q1 | $428K | Sell |
2,842
-250
| -8% | -$37.7K | 0.71% | 35 |
|
|
2019
Q4 | $544K | Buy |
+3,092
| New | +$544K | 0.61% | 39 |
|