Arete Wealth Advisors’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 | $9.46M | Sell |
22,284
-6,650
| -23% | -$2.82M | 0.67% | 34 |
|
|
2025
Q1 | $10.4M | Buy |
28,934
+2,546
| +10% | +$919K | 0.8% | 27 |
|
|
2024
Q4 | $10.6M | Buy |
26,388
+570
| +2% | +$230K | 0.77% | 23 |
|
|
2024
Q3 | $9.64M | Buy |
25,818
+6,425
| +33% | +$2.4M | 0.83% | 23 |
|
|
2024
Q2 | $7.09M | Sell |
19,393
-742
| -4% | -$271K | 0.58% | 30 |
|
|
2024
Q1 | $6.79M | Buy |
20,135
+51
| +0.3% | +$17.2K | 0.63% | 35 |
|
|
2023
Q4 | $6.09M | Buy |
20,084
+14,645
| +269% | +$4.44M | 0.46% | 45 |
|
|
2023
Q3 | $1.45M | Sell |
5,439
-15,325
| -74% | -$4.08M | 0.25% | 89 |
|
|
2023
Q2 | $5.71M | Buy |
20,764
+5,303
| +34% | +$1.46M | 0.5% | 41 |
|
|
2023
Q1 | $3.78M | Sell |
15,461
-139
| -0.9% | -$34K | 0.31% | 70 |
|
|
2022
Q4 | $3.34B | Sell |
15,600
-337
| -2% | -$72.2M | 0.29% | 74 |
|
|
2022
Q3 | $3.35M | Buy |
15,937
+377
| +2% | +$79.3K | 0.33% | 66 |
|
|
2022
Q2 | $3.41M | Buy |
15,560
+1,294
| +9% | +$284K | 0.34% | 62 |
|
|
2022
Q1 | $3.96M | Sell |
14,266
-2,996
| -17% | -$832K | 0.33% | 61 |
|
|
2021
Q4 | $5.27M | Buy |
17,262
+70
| +0.4% | +$21.4K | 0.45% | 50 |
|
|
2021
Q3 | $4.71M | Buy |
17,192
+592
| +4% | +$162K | 0.52% | 44 |
|
|
2021
Q2 | $421K | Buy |
16,600
+5,685
| +52% | +$144K | 0.06% | 225 |
|
|
2021
Q1 | $2.66M | Buy |
10,915
+5,845
| +115% | +$1.42M | 0.34% | 64 |
|
|
2020
Q4 | $1.21M | Buy |
5,070
+756
| +18% | +$180K | 0.17% | 124 |
|
|
2020
Q3 | $930K | Buy |
4,314
+207
| +5% | +$44.6K | 0.14% | 155 |
|
|
2020
Q2 | $788K | Sell |
4,107
-2,567
| -38% | -$493K | 0.14% | 173 |
|
|
2020
Q1 | $1M | Buy |
6,674
+204
| +3% | +$30.6K | 0.2% | 117 |
|
|
2019
Q4 | $1.14M | Sell |
6,470
-667
| -9% | -$118K | 0.2% | 119 |
|
|
2019
Q3 | $1.14M | Sell |
7,137
-837
| -10% | -$134K | 0.22% | 115 |
|
|
2019
Q2 | $1.26M | Sell |
7,974
-23
| -0.3% | -$3.62K | 0.24% | 100 |
|
|
2019
Q1 | $1.21M | Sell |
7,997
-1,202
| -13% | -$182K | 0.25% | 100 |
|
|
2018
Q4 | $1.2M | Sell |
9,199
-3,213
| -26% | -$421K | 0.29% | 89 |
|
|
2018
Q3 | $1.94M | Buy |
12,412
+2,180
| +21% | +$340K | 0.43% | 59 |
|
|
2018
Q2 | $1.47M | Buy |
10,232
+3,383
| +49% | +$486K | 0.35% | 66 |
|
|
2018
Q1 | $932K | Sell |
6,849
-1,507
| -18% | -$205K | 0.31% | 82 |
|
|
2017
Q4 | $1.13M | Buy |
8,356
+3,510
| +72% | +$473K | 0.37% | 66 |
|
|
2017
Q3 | $606K | Sell |
4,846
-2,343
| -33% | -$293K | 0.24% | 131 |
|
|
2017
Q2 | $856K | Buy |
7,189
+3,137
| +77% | +$374K | 0.39% | 77 |
|
|
2017
Q1 | $461K | Buy |
4,052
+1,219
| +43% | +$139K | 0.2% | 112 |
|
|
2016
Q4 | $297K | Buy |
+2,833
| New | +$297K | 0.14% | 133 |
|