Altus Wealth Group’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 | $7.5M | Sell |
17,666
-32
| -0.2% | -$13.6K | 3.32% | 6 |
|
|
2025
Q1 | $6.39M | Sell |
17,698
-12,567
| -42% | -$4.54M | 2.99% | 8 |
|
|
2024
Q4 | $12.2M | Sell |
30,265
-1,081
| -3% | -$434K | 5.38% | 3 |
|
|
2024
Q3 | $11.8M | Sell |
31,346
-3,838
| -11% | -$1.44M | 5.03% | 3 |
|
|
2024
Q2 | $12.8M | Sell |
35,184
-8,838
| -20% | -$3.22M | 6.42% | 2 |
|
|
2024
Q1 | $14.8M | Sell |
44,022
-3,286
| -7% | -$1.11M | 7.44% | 1 |
|
|
2023
Q4 | $14.3M | Sell |
47,308
-210
| -0.4% | -$63.7K | 7.95% | 1 |
|
|
2023
Q3 | $12.6M | Sell |
47,518
-392
| -0.8% | -$104K | 8.02% | 1 |
|
|
2023
Q2 | $13.2M | Buy |
47,910
+691
| +1% | +$190K | 8.1% | 1 |
|
|
2023
Q1 | $11.5M | Sell |
47,219
-66
| -0.1% | -$16.1K | 7.77% | 1 |
|
|
2022
Q4 | $10.1M | Buy |
47,285
+14,506
| +44% | +$3.11M | 7.69% | 1 |
|
|
2022
Q3 | $8.98M | Hold |
32,779
| – | – | 8.93% | 1 |
|
|
2022
Q2 | $8.98M | Sell |
32,779
-5,030
| -13% | -$1.38M | 8.93% | 1 |
|
|
2022
Q1 | $10.5M | Sell |
37,809
-444
| -1% | -$123K | 8.6% | 1 |
|
|
2021
Q4 | $11.7M | Buy |
38,253
+5,474
| +17% | +$1.67M | 9.64% | 1 |
|
|
2021
Q3 | $8.98M | Sell |
32,779
-4,442
| -12% | -$1.22M | 8.93% | 1 |
|
|
2021
Q2 | $10.1M | Buy |
37,221
+334
| +0.9% | +$90.7K | 9.87% | 1 |
|
|
2021
Q1 | $9.4M | Buy |
36,887
+129
| +0.4% | +$32.9K | 9.35% | 1 |
|
|
2020
Q4 | $8.86M | Buy |
+36,758
| New | +$8.86M | 8.48% | 1 |
|