Apexium 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 | $8.07M | Buy |
19,014
+266
| +1% | +$113K | 0.43% | 37 |
|
|
2025
Q1 | $6.77M | Buy |
18,748
+405
| +2% | +$146K | 0.4% | 38 |
|
|
2024
Q4 | $7.37M | Sell |
18,343
-158
| -0.9% | -$63.5K | 0.45% | 32 |
|
|
2024
Q3 | $6.94M | Buy |
18,501
+675
| +4% | +$253K | 0.46% | 32 |
|
|
2024
Q2 | $6.5M | Buy |
17,826
+384
| +2% | +$140K | 0.46% | 31 |
|
|
2024
Q1 | $5.88M | Sell |
17,442
-11,560
| -40% | -$3.9M | 0.45% | 33 |
|
|
2023
Q4 | $8.79M | Buy |
29,002
+10,425
| +56% | +$3.16M | 0.63% | 23 |
|
|
2023
Q3 | $4.95M | Buy |
18,577
+14
| +0.1% | +$3.73K | 0.5% | 29 |
|
|
2023
Q2 | $5.11M | Sell |
18,563
-24
| -0.1% | -$6.6K | 0.45% | 29 |
|
|
2023
Q1 | $4.54M | Sell |
18,587
-293
| -2% | -$71.6K | 0.45% | 28 |
|
|
2022
Q4 | $4.04M | Buy |
18,880
+3,322
| +21% | +$712K | 0.42% | 29 |
|
|
2022
Q3 | $3.27M | Buy |
15,558
+13,404
| +622% | +$2.82M | 0.41% | 35 |
|
|
2022
Q2 | $471K | Buy |
2,154
+105
| +5% | +$23K | 0.27% | 58 |
|
|
2022
Q1 | $616K | Hold |
2,049
| – | – | 0.32% | 43 |
|
|
2021
Q4 | $626K | Hold |
2,049
| – | – | 0.32% | 45 |
|
|
2021
Q3 | $562K | Buy |
2,049
+7
| +0.3% | +$1.92K | 0.32% | 46 |
|
|
2021
Q2 | $554K | Buy |
2,042
+24
| +1% | +$6.51K | 0.34% | 40 |
|
|
2021
Q1 | $490K | Buy |
2,018
+28
| +1% | +$6.8K | 0.36% | 44 |
|
|
2020
Q4 | $480K | Hold |
1,990
| – | – | 0.38% | 43 |
|
|
2020
Q3 | $432K | Buy |
1,990
+89
| +5% | +$19.3K | 0.35% | 43 |
|
|
2020
Q2 | $365K | Sell |
1,901
-16
| -0.8% | -$3.07K | 0.33% | 46 |
|
|
2020
Q1 | $289K | Buy |
1,917
+406
| +27% | +$61.2K | 0.38% | 38 |
|
|
2019
Q4 | $266K | Buy |
+1,511
| New | +$266K | 0.34% | 51 |
|