Alpha Cubed Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $860K | Buy |
7,272
+284
| +4% | +$33.6K | 0.03% | 128 |
|
|
2025
Q3 | $818K | Hold |
6,988
| – | – | 0.03% | 129 |
|
|
2025
Q2 | $742K | Sell |
6,988
-564
| -7% | -$53.9K | 0.03% | 141 |
|
|
2025
Q1 | $682K | Buy |
7,552
+164
| +2% | +$16.2K | 0.03% | 146 |
|
|
2024
Q4 | $742K | Buy |
7,388
+156
| +2% | +$15.3K | 0.03% | 129 |
|
|
2024
Q3 | $679K | Sell |
7,232
-756
| -9% | -$68.5K | 0.03% | 128 |
|
|
2024
Q2 | $728K | Sell |
7,988
-372
| -4% | -$31.8K | 0.03% | 127 |
|
|
2024
Q1 | $704K | Buy |
8,360
+1,288
| +18% | +$104K | 0.04% | 126 |
|
|
2023
Q4 | $536K | Buy |
7,072
+1,144
| +19% | +$80.9K | 0.03% | 147 |
|
|
2023
Q3 | $394K | Sell |
5,928
-1,852
| -24% | -$128K | 0.03% | 158 |
|
|
2023
Q2 | $535K | Buy |
7,780
+88
| +1% | +$5.6K | 0.04% | 139 |
|
|
2023
Q1 | $470K | Buy |
7,692
+384
| +5% | +$22.1K | 0.03% | 150 |
|
|
2022
Q4 | $391K | Buy |
7,308
+988
| +16% | +$54.3K | 0.03% | 189 |
|
|
2022
Q3 | $332K | Sell |
6,320
-152
| -2% | -$8.94K | 0.03% | 189 |
|
|
2022
Q2 | $354K | Sell |
6,472
-496
| -7% | -$29.8K | 0.03% | 204 |
|
|
2022
Q1 | $484K | Buy |
6,968
+2,396
| +52% | +$164K | 0.03% | 194 |
|
|
2021
Q4 | $349K | Sell |
4,572
-208
| -4% | -$15.4K | 0.02% | 210 |
|
|
2021
Q3 | $327K | Sell |
4,780
-136
| -3% | -$9.62K | 0.02% | 204 |
|
|
2021
Q2 | $334K | Buy |
4,916
+36
| +0.7% | +$2.32K | 0.02% | 204 |
|
|
2021
Q1 | $297K | Sell |
4,880
-56
| -1% | -$3.41K | 0.02% | 209 |
|
|
2020
Q4 | $298K | Sell |
4,936
-32
| -0.6% | -$1.82K | 0.03% | 199 |
|
|
2020
Q3 | $269K | Hold |
4,968
| – | – | 0.03% | 183 |
|
|
2020
Q2 | $238K | Sell |
4,968
-16,756
| -77% | -$738K | 0.03% | 186 |
|
|
2020
Q1 | $818K | Sell |
21,724
-5,992
| -22% | -$258K | 0.1% | 92 |
|
|
2019
Q4 | $1.22M | Buy |
27,716
+3,760
| +16% | +$157K | 0.13% | 98 |
|
|
2019
Q3 | $956K | Sell |
23,956
-2,288
| -9% | -$91.7K | 0.11% | 96 |
|
|
2019
Q2 | $1.03M | Buy |
26,244
+12,272
| +88% | +$475K | 0.12% | 96 |
|
|
2019
Q1 | $529K | Buy |
13,972
+3,372
| +32% | +$121K | 0.06% | 121 |
|
|
2018
Q4 | $347K | Sell |
10,600
-4,524
| -30% | -$159K | 0.05% | 141 |
|
|
2018
Q3 | $549K | Sell |
15,124
-16,020
| -51% | -$607K | 0.06% | 151 |
|
|
2018
Q2 | $1.12M | Buy |
31,144
+176
| +0.6% | +$6.21K | 0.14% | 89 |
|
|
2018
Q1 | $1.05M | Buy |
30,968
+2,076
| +7% | +$72.8K | 0.14% | 91 |
|
|
2017
Q4 | $973K | Sell |
28,892
-712
| -2% | -$23.3K | 0.13% | 95 |
|
|
2017
Q3 | $926K | Buy |
29,604
+424
| +1% | +$13K | 0.14% | 93 |
|
|
2017
Q2 | $868K | Buy |
+29,180
| New | +$857K | 0.15% | 85 |
|
Other funds holding IWF
