Appleton Partners’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 | $1.32M | Sell |
3,113
-25
| -0.8% | -$10.6K | 0.09% | 121 |
|
|
2025
Q1 | $1.13M | Sell |
3,138
-12
| -0.4% | -$4.33K | 0.09% | 124 |
|
|
2024
Q4 | $1.27M | Buy |
3,150
+6
| +0.2% | +$2.41K | 0.09% | 122 |
|
|
2024
Q3 | $1.18M | Buy |
3,144
+3
| +0.1% | +$1.13K | 0.09% | 125 |
|
|
2024
Q2 | $1.15M | Sell |
3,141
-12
| -0.4% | -$4.37K | 0.09% | 126 |
|
|
2024
Q1 | $1.06M | Sell |
3,153
-237
| -7% | -$79.9K | 0.08% | 135 |
|
|
2023
Q4 | $1.03M | Buy |
3,390
+282
| +9% | +$85.5K | 0.08% | 135 |
|
|
2023
Q3 | $827K | Sell |
3,108
-75
| -2% | -$20K | 0.07% | 145 |
|
|
2023
Q2 | $876K | Hold |
3,183
| – | – | 0.07% | 148 |
|
|
2023
Q1 | $778K | Sell |
3,183
-65
| -2% | -$15.9K | 0.07% | 171 |
|
|
2022
Q4 | $696K | Hold |
3,248
| – | – | 0.07% | 174 |
|
|
2022
Q3 | $683K | Sell |
3,248
-108
| -3% | -$22.7K | 0.07% | 175 |
|
|
2022
Q2 | $734K | Sell |
3,356
-308
| -8% | -$67.4K | 0.07% | 170 |
|
|
2022
Q1 | $1.02M | Buy |
3,664
+2
| +0.1% | +$555 | 0.08% | 160 |
|
|
2021
Q4 | $1.12M | Buy |
3,662
+599
| +20% | +$183K | 0.08% | 157 |
|
|
2021
Q3 | $839K | Buy |
3,063
+198
| +7% | +$54.2K | 0.07% | 167 |
|
|
2021
Q2 | $778K | Sell |
2,865
-200
| -7% | -$54.3K | 0.07% | 169 |
|
|
2021
Q1 | $745K | Hold |
3,065
| – | – | 0.07% | 166 |
|
|
2020
Q4 | $739K | Sell |
3,065
-120
| -4% | -$28.9K | 0.07% | 162 |
|
|
2020
Q3 | $691K | Hold |
3,185
| – | – | 0.08% | 157 |
|
|
2020
Q2 | $611K | Hold |
3,185
| – | – | 0.07% | 159 |
|
|
2020
Q1 | $480K | Hold |
3,185
| – | – | 0.07% | 170 |
|
|
2019
Q4 | $560K | Hold |
3,185
| – | – | 0.06% | 186 |
|
|
2019
Q3 | $508K | Sell |
3,185
-585
| -16% | -$93.3K | 0.06% | 187 |
|
|
2019
Q2 | $593K | Sell |
3,770
-50
| -1% | -$7.87K | 0.07% | 169 |
|
|
2019
Q1 | $578K | Sell |
3,820
-15
| -0.4% | -$2.27K | 0.08% | 170 |
|
|
2018
Q4 | $502K | Hold |
3,835
| – | – | 0.08% | 174 |
|
|
2018
Q3 | $598K | Hold |
3,835
| – | – | 0.08% | 175 |
|
|
2018
Q2 | $551K | Hold |
3,835
| – | – | 0.08% | 176 |
|
|
2018
Q1 | $522K | Sell |
3,835
-25
| -0.6% | -$3.4K | 0.08% | 180 |
|
|
2017
Q4 | $520K | Hold |
3,860
| – | – | 0.08% | 177 |
|
|
2017
Q3 | $483K | Hold |
3,860
| – | – | 0.08% | 169 |
|
|
2017
Q2 | $459K | Hold |
3,860
| – | – | 0.08% | 173 |
|
|
2017
Q1 | $439K | Buy |
+3,860
| New | +$439K | 0.08% | 171 |
|