AE Wealth 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 | $6.48M | Buy |
15,264
+4,253
| +39% | +$1.81M | 0.05% | 317 |
|
|
2025
Q1 | $3.98M | Sell |
11,011
-7,879
| -42% | -$2.84M | 0.03% | 390 |
|
|
2024
Q4 | $7.59M | Sell |
18,890
-3,031
| -14% | -$1.22M | 0.06% | 271 |
|
|
2024
Q3 | $8.23M | Buy |
21,921
+8,044
| +58% | +$3.02M | 0.07% | 259 |
|
|
2024
Q2 | $5.06M | Buy |
13,877
+3,371
| +32% | +$1.23M | 0.05% | 322 |
|
|
2024
Q1 | $3.54M | Sell |
10,506
-55,729
| -84% | -$18.8M | 0.04% | 372 |
|
|
2023
Q4 | $20.9M | Sell |
66,235
-1,987
| -3% | -$626K | 0.11% | 216 |
|
|
2023
Q3 | $18.1M | Sell |
68,222
-38,692
| -36% | -$10.3M | 0.11% | 205 |
|
|
2023
Q2 | $29.4M | Buy |
106,914
+51,614
| +93% | +$14.2M | 0.18% | 127 |
|
|
2023
Q1 | $13.5M | Buy |
55,300
+14,494
| +36% | +$3.54M | 0.09% | 279 |
|
|
2022
Q4 | $8.74M | Buy |
40,806
+2,181
| +6% | +$467K | 0.06% | 350 |
|
|
2022
Q3 | $8.13M | Buy |
38,625
+1,324
| +4% | +$279K | 0.06% | 323 |
|
|
2022
Q2 | $8.16M | Sell |
37,301
-4,391
| -11% | -$960K | 0.07% | 316 |
|
|
2022
Q1 | $11.6M | Buy |
41,692
+7,394
| +22% | +$2.05M | 0.08% | 253 |
|
|
2021
Q4 | $10.5M | Sell |
34,298
-18,361
| -35% | -$5.61M | 0.07% | 255 |
|
|
2021
Q3 | $14.4M | Buy |
52,659
+30,547
| +138% | +$8.37M | 0.12% | 188 |
|
|
2021
Q2 | $6M | Sell |
22,112
-28,738
| -57% | -$7.8M | 0.05% | 319 |
|
|
2021
Q1 | $12.4M | Buy |
50,850
+27,742
| +120% | +$6.74M | 0.12% | 165 |
|
|
2020
Q4 | $5.57M | Buy |
23,108
+4,903
| +27% | +$1.18M | 0.06% | 259 |
|
|
2020
Q3 | $3.95M | Sell |
18,205
-113,769
| -86% | -$24.7M | 0.06% | 272 |
|
|
2020
Q2 | $25.3M | Buy |
131,974
+111,838
| +555% | +$21.5M | 0.39% | 49 |
|
|
2020
Q1 | $3.03M | Sell |
20,136
-16,326
| -45% | -$2.46M | 0.07% | 232 |
|
|
2019
Q4 | $6.41M | Buy |
36,462
+22,453
| +160% | +$3.95M | 0.14% | 143 |
|
|
2019
Q3 | $2.24M | Sell |
14,009
-3,422
| -20% | -$546K | 0.06% | 253 |
|
|
2019
Q2 | $2.74M | Buy |
17,431
+2,133
| +14% | +$336K | 0.08% | 189 |
|
|
2019
Q1 | $2.32M | Sell |
15,298
-1,804
| -11% | -$273K | 0.16% | 124 |
|
|
2018
Q4 | $2.24M | Sell |
17,102
-61
| -0.4% | -$7.99K | 0.38% | 68 |
|
|
2018
Q3 | $2.68M | Buy |
17,163
+8,192
| +91% | +$1.28M | 0.15% | 112 |
|
|
2018
Q2 | $1.29M | Buy |
8,971
+733
| +9% | +$105K | 0.09% | 135 |
|
|
2018
Q1 | $1.12M | Buy |
8,238
+2,612
| +46% | +$355K | 0.09% | 143 |
|
|
2017
Q4 | $758K | Sell |
5,626
-2,400
| -30% | -$323K | 0.07% | 196 |
|
|
2017
Q3 | $1M | Buy |
8,026
+512
| +7% | +$64K | 0.09% | 144 |
|
|
2017
Q2 | $894K | Buy |
7,514
+2,583
| +52% | +$307K | 0.11% | 166 |
|
|
2017
Q1 | $561K | Buy |
+4,931
| New | +$561K | 0.1% | 158 |
|