Allred Capital 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 | $820K | Hold |
1,932
| – | – | 0.31% | 74 |
|
|
2025
Q1 | $698K | Sell |
1,932
-49
| -2% | -$17.7K | 0.28% | 84 |
|
|
2024
Q4 | $796K | Hold |
1,981
| – | – | 0.31% | 77 |
|
|
2024
Q3 | $744K | Sell |
1,981
-27
| -1% | -$10.1K | 0.29% | 78 |
|
|
2024
Q2 | $732K | Hold |
2,008
| – | – | 0.28% | 81 |
|
|
2024
Q1 | $677K | Hold |
2,008
| – | – | 0.26% | 86 |
|
|
2023
Q4 | $609K | Buy |
+2,008
| New | +$609K | 0.26% | 87 |
|
|
2022
Q1 | – | Sell |
-2,516
| Closed | -$768K | – | 176 |
|
|
2021
Q4 | $768K | Sell |
2,516
-439
| -15% | -$134K | 0.37% | 69 |
|
|
2021
Q3 | $810K | Sell |
2,955
-115
| -4% | -$31.5K | 0.42% | 62 |
|
|
2021
Q2 | $833K | Sell |
3,070
-1,884
| -38% | -$511K | 0.41% | 67 |
|
|
2021
Q1 | $1.2M | Sell |
4,954
-48
| -1% | -$11.7K | 0.54% | 41 |
|
|
2020
Q4 | $1.21M | Sell |
5,002
-110
| -2% | -$26.5K | 0.66% | 32 |
|
|
2020
Q3 | $1.11M | Sell |
5,112
-1,248
| -20% | -$270K | 0.67% | 34 |
|
|
2020
Q2 | $1.22M | Buy |
6,360
+619
| +11% | +$119K | 0.77% | 30 |
|
|
2020
Q1 | $864K | Buy |
5,741
+412
| +8% | +$62K | 0.67% | 44 |
|
|
2019
Q4 | $937K | Sell |
5,329
-114
| -2% | -$20.1K | 0.51% | 46 |
|
|
2019
Q3 | $860K | Hold |
5,443
| – | – | 0.52% | 53 |
|
|
2019
Q2 | $870K | Hold |
5,443
| – | – | 0.5% | 57 |
|
|
2019
Q1 | $835K | Sell |
5,443
-166
| -3% | -$25.5K | 0.48% | 61 |
|
|
2018
Q4 | $734K | Buy |
+5,609
| New | +$734K | 0.49% | 63 |
|