Arcadia Investment 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 | $220K | Buy |
519
+5
| +1% | +$2.12K | 0.04% | 116 |
|
2025
Q1 | $186K | Buy |
514
+10
| +2% | +$3.61K | 0.03% | 121 |
|
2024
Q4 | $202K | Buy |
504
+4
| +0.8% | +$1.61K | 0.03% | 120 |
|
2024
Q3 | $188K | Sell |
500
-4
| -0.8% | -$1.5K | 0.03% | 127 |
|
2024
Q2 | $184K | Buy |
504
+185
| +58% | +$67.4K | 0.03% | 123 |
|
2024
Q1 | $108K | Sell |
319
-190
| -37% | -$64K | 0.02% | 153 |
|
2023
Q4 | $154K | Sell |
509
-46
| -8% | -$13.9K | 0.03% | 142 |
|
2023
Q3 | $148K | Hold |
555
| – | – | 0.03% | 138 |
|
2023
Q2 | $153K | Sell |
555
-367
| -40% | -$101K | 0.03% | 142 |
|
2023
Q1 | $225K | Sell |
922
-242
| -21% | -$59.1K | 0.05% | 127 |
|
2022
Q4 | $249K | Sell |
1,164
-201
| -15% | -$43.1K | 0.06% | 113 |
|
2022
Q3 | $287K | Hold |
1,365
| – | – | 0.07% | 106 |
|
2022
Q2 | $299K | Buy |
1,365
+148
| +12% | +$32.4K | 0.07% | 108 |
|
2022
Q1 | $338K | Sell |
1,217
-472
| -28% | -$131K | 0.06% | 113 |
|
2021
Q4 | $516K | Buy |
1,689
+1,079
| +177% | +$330K | 0.09% | 106 |
|
2021
Q3 | $167K | Hold |
610
| – | – | 0.03% | 144 |
|
2021
Q2 | $166K | Hold |
610
| – | – | 0.03% | 146 |
|
2021
Q1 | $148K | Hold |
610
| – | – | 0.03% | 146 |
|
2020
Q4 | $147K | Sell |
610
-1,000
| -62% | -$241K | 0.03% | 127 |
|
2020
Q3 | $349K | Hold |
1,610
| – | – | 0.08% | 102 |
|
2020
Q2 | $309K | Hold |
1,610
| – | – | 0.08% | 101 |
|
2020
Q1 | $243K | Hold |
1,610
| – | – | 0.07% | 109 |
|
2019
Q4 | $283K | Hold |
1,610
| – | – | 0.07% | 109 |
|
2019
Q3 | $257K | Hold |
1,610
| – | – | 0.07% | 111 |
|
2019
Q2 | $253K | Hold |
1,610
| – | – | 0.07% | 107 |
|
2019
Q1 | $244K | Buy |
1,610
+270
| +20% | +$40.9K | 0.07% | 105 |
|
2018
Q4 | $175K | Buy |
1,340
+834
| +165% | +$109K | 0.06% | 114 |
|
2018
Q3 | $79K | Hold |
506
| – | – | 0.02% | 180 |
|
2018
Q2 | $73K | Hold |
506
| – | – | 0.02% | 192 |
|
2018
Q1 | $69K | Hold |
506
| – | – | 0.02% | 199 |
|
2017
Q4 | $68K | Buy |
506
+230
| +83% | +$30.9K | 0.02% | 199 |
|
2017
Q3 | $35K | Sell |
276
-2,822
| -91% | -$358K | 0.01% | 248 |
|
2017
Q2 | $369K | Sell |
3,098
-703
| -18% | -$83.7K | 0.12% | 103 |
|
2017
Q1 | $433K | Hold |
3,801
| – | – | 0.14% | 100 |
|
2016
Q4 | $399K | Buy |
3,801
+288
| +8% | +$30.2K | 0.13% | 97 |
|
2016
Q3 | $366K | Buy |
3,513
+103
| +3% | +$10.7K | 0.12% | 96 |
|
2016
Q2 | $342K | Buy |
3,410
+122
| +4% | +$12.2K | 0.11% | 93 |
|
2016
Q1 | $328K | Buy |
3,288
+1,070
| +48% | +$107K | 0.11% | 95 |
|
2015
Q4 | $221K | Buy |
+2,218
| New | +$221K | 0.07% | 106 |
|