AO
Advisor OS’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
36,719
-10,644
| -22% | -$4.52M | 1.53% | 15 |
|
|
2025
Q1 | $17.1M | Sell |
47,363
-4,777
| -9% | -$1.72M | 1.95% | 11 |
|
|
2024
Q4 | $20.9M | Buy |
52,140
+2,956
| +6% | +$1.19M | 2.42% | 8 |
|
|
2024
Q3 | $18.5M | Buy |
49,184
+7,447
| +18% | +$2.8M | 1.84% | 11 |
|
|
2024
Q2 | $15.2M | Buy |
41,737
+435
| +1% | +$159K | 1.67% | 13 |
|
|
2024
Q1 | $13.9M | Buy |
41,302
+2,688
| +7% | +$906K | 1.6% | 13 |
|
|
2023
Q4 | $11.7M | Buy |
38,614
+6,896
| +22% | +$2.09M | 1.52% | 13 |
|
|
2023
Q3 | $8.44M | Buy |
31,718
+3,865
| +14% | +$1.03M | 1.26% | 16 |
|
|
2023
Q2 | $7.66M | Buy |
27,853
+25,020
| +883% | +$6.88M | 1.25% | 15 |
|
|
2023
Q1 | $692K | Buy |
2,833
+698
| +33% | +$171K | 0.17% | 145 |
|
|
2022
Q4 | $457K | Buy |
2,135
+1,108
| +108% | +$237K | 0.12% | 154 |
|
|
2022
Q3 | $216K | Sell |
1,027
-4,564
| -82% | -$960K | 0.07% | 184 |
|
|
2022
Q2 | $1.22M | Buy |
5,591
+4,551
| +438% | +$996K | 0.36% | 57 |
|
|
2022
Q1 | $289K | Sell |
1,040
-1,017
| -49% | -$283K | 0.08% | 179 |
|
|
2021
Q4 | $629K | Buy |
2,057
+200
| +11% | +$61.2K | 0.13% | 149 |
|
|
2021
Q3 | $509K | Sell |
1,857
-133
| -7% | -$36.5K | 0.11% | 150 |
|
|
2021
Q2 | $540K | Hold |
1,990
| – | – | 0.11% | 135 |
|
|
2021
Q1 | $484K | Buy |
+1,990
| New | +$484K | 0.11% | 121 |
|
|
2020
Q3 | – | Sell |
-4,941
| Closed | -$948K | – | 125 |
|
|
2020
Q2 | $948K | Buy |
+4,941
| New | +$948K | 0.57% | 42 |
|