Aprio Wealth Management’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 | $3.03M | Buy |
7,126
+45
| +0.6% | +$19.1K | 0.34% | 51 |
|
|
2025
Q1 | $2.56M | Buy |
7,081
+2
| +0% | +$722 | 0.32% | 55 |
|
|
2024
Q4 | $2.84M | Sell |
7,079
-31
| -0.4% | -$12.4K | 0.41% | 45 |
|
|
2024
Q3 | $2.67M | Buy |
7,110
+386
| +6% | +$145K | 0.43% | 42 |
|
|
2024
Q2 | $2.45M | Sell |
6,724
-44
| -0.7% | -$16K | 0.45% | 38 |
|
|
2024
Q1 | $2.28M | Buy |
6,768
+1,499
| +28% | +$505K | 0.45% | 34 |
|
|
2023
Q4 | $1.6M | Sell |
5,269
-9
| -0.2% | -$2.73K | 0.36% | 39 |
|
|
2023
Q3 | $1.4M | Sell |
5,278
-35
| -0.7% | -$9.31K | 0.39% | 38 |
|
|
2023
Q2 | $1.46M | Sell |
5,313
-35
| -0.7% | -$9.63K | 0.4% | 34 |
|
|
2023
Q1 | $1.31M | Sell |
5,348
-140
| -3% | -$34.2K | 0.4% | 30 |
|
|
2022
Q4 | $1.18M | Sell |
5,488
-18
| -0.3% | -$3.86K | 0.41% | 31 |
|
|
2022
Q3 | $1.16M | Sell |
5,506
-2,911
| -35% | -$612K | 0.47% | 32 |
|
|
2022
Q2 | $1.84M | Sell |
8,417
-391
| -4% | -$85.5K | 0.73% | 26 |
|
|
2022
Q1 | $2.45M | Sell |
8,808
-289
| -3% | -$80.2K | 0.93% | 28 |
|
|
2021
Q4 | $2.78M | Sell |
9,097
-287
| -3% | -$87.7K | 1.16% | 24 |
|
|
2021
Q3 | $2.57M | Sell |
9,384
-196
| -2% | -$53.7K | 1.17% | 23 |
|
|
2021
Q2 | $2.6M | Buy |
+9,580
| New | +$2.6M | 1.23% | 19 |
|
|
2020
Q4 | $1.83M | Sell |
7,595
-861
| -10% | -$208K | 1.21% | 22 |
|
|
2020
Q3 | $1.83M | Sell |
8,456
-1,374
| -14% | -$298K | 1.3% | 18 |
|
|
2020
Q2 | $1.89M | Sell |
9,830
-258
| -3% | -$49.5K | 1.82% | 14 |
|
|
2020
Q1 | $1.52M | Sell |
10,088
-46,702
| -82% | -$7.04M | 1.93% | 8 |
|
|
2019
Q4 | $9.99M | Buy |
+56,790
| New | +$9.99M | 7.36% | 3 |
|