Affiance Financial’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 | $17M | Buy |
40,099
+6,004
| +18% | +$2.55M | 3.46% | 6 |
|
2025
Q1 | $12.3M | Buy |
34,095
+4,060
| +14% | +$1.47M | 2.87% | 7 |
|
2024
Q4 | $12.1M | Buy |
30,035
+1,322
| +5% | +$531K | 2.88% | 8 |
|
2024
Q3 | $10.8M | Buy |
28,713
+1,231
| +4% | +$462K | 2.61% | 9 |
|
2024
Q2 | $10M | Buy |
27,482
+1,162
| +4% | +$424K | 2.61% | 9 |
|
2024
Q1 | $8.87M | Buy |
26,320
+1,623
| +7% | +$547K | 2.4% | 8 |
|
2023
Q4 | $7.49M | Buy |
24,697
+9,703
| +65% | +$2.94M | 2.18% | 11 |
|
2023
Q3 | $3.99M | Buy |
14,994
+1,792
| +14% | +$477K | 2.03% | 10 |
|
2023
Q2 | $3.63M | Buy |
13,202
+1,837
| +16% | +$506K | 1.77% | 12 |
|
2023
Q1 | $2.78M | Buy |
11,365
+1,290
| +13% | +$315K | 1.47% | 15 |
|
2022
Q4 | $2.16M | Buy |
10,075
+9,667
| +2,369% | +$2.07M | 0.87% | 20 |
|
2022
Q3 | $86K | Buy |
408
+100
| +32% | +$21.1K | 0.05% | 86 |
|
2022
Q2 | $67K | Buy |
308
+73
| +31% | +$15.9K | 0.04% | 94 |
|
2022
Q1 | $65K | Sell |
235
-112
| -32% | -$31K | 0.03% | 109 |
|
2021
Q4 | $106K | Hold |
347
| – | – | 0.04% | 115 |
|
2021
Q3 | $95K | Hold |
347
| – | – | 0.04% | 120 |
|
2021
Q2 | $94K | Hold |
347
| – | – | 0.04% | 123 |
|
2021
Q1 | $84K | Hold |
347
| – | – | 0.04% | 122 |
|
2020
Q4 | $84K | Sell |
347
-234
| -40% | -$56.6K | 0.04% | 111 |
|
2020
Q3 | $126K | Hold |
581
| – | – | 0.07% | 100 |
|
2020
Q2 | $112K | Hold |
581
| – | – | 0.06% | 96 |
|
2020
Q1 | $88K | Hold |
581
| – | – | 0.06% | 88 |
|
2019
Q4 | $102K | Buy |
+581
| New | +$102K | 0.06% | 102 |
|