Appleton Partners’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
Q3 | $1.53M | Buy |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $827K | Sell |
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|
2023
Q2 | $876K | Hold |
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|
2023
Q1 | $778K | Sell |
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|
2022
Q4 | $696K | Hold |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $734K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $839K | Buy |
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|
2021
Q2 | $778K | Sell |
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|
2021
Q1 | $745K | Hold |
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|
2020
Q4 | $739K | Sell |
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|
2020
Q3 | $691K | Hold |
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|
2020
Q2 | $611K | Hold |
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|
2020
Q1 | $480K | Hold |
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|
2019
Q4 | $560K | Hold |
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|
2019
Q3 | $508K | Sell |
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|
2019
Q2 | $593K | Sell |
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|
2019
Q1 | $578K | Sell |
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|
2018
Q4 | $502K | Hold |
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|
2018
Q3 | $598K | Hold |
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|
2018
Q2 | $551K | Hold |
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|
2018
Q1 | $522K | Sell |
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|
2017
Q4 | $520K | Hold |
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|
2017
Q3 | $483K | Hold |
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|
2017
Q2 | $459K | Hold |
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|
2017
Q1 | $439K | Buy |
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