Arkadios 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 | $16.3M | Sell |
38,492
-1,539
| -4% | -$653K | 0.48% | 32 |
|
|
2025
Q1 | $14.5M | Buy |
40,031
+19,214
| +92% | +$6.94M | 0.55% | 32 |
|
|
2024
Q4 | $8.36M | Sell |
20,817
-1,138
| -5% | -$457K | 0.46% | 40 |
|
|
2024
Q3 | $8.24M | Buy |
21,955
+6,934
| +46% | +$2.6M | 0.47% | 40 |
|
|
2024
Q2 | $5.48M | Buy |
15,021
+590
| +4% | +$215K | 0.37% | 48 |
|
|
2024
Q1 | $4.86M | Buy |
14,431
+112
| +0.8% | +$37.8K | 0.38% | 54 |
|
|
2023
Q4 | $4.34M | Buy |
14,319
+4,247
| +42% | +$1.29M | 0.37% | 57 |
|
|
2023
Q3 | $2.68M | Buy |
10,072
+629
| +7% | +$167K | 0.25% | 100 |
|
|
2023
Q2 | $2.6M | Buy |
9,443
+230
| +2% | +$63.3K | 0.3% | 81 |
|
|
2023
Q1 | $2.25M | Sell |
9,213
-12,885
| -58% | -$3.15M | 0.27% | 100 |
|
|
2022
Q4 | $4.73M | Buy |
22,098
+5,277
| +31% | +$1.13M | 0.63% | 33 |
|
|
2022
Q3 | $3.54M | Sell |
16,821
-1,644
| -9% | -$346K | 0.54% | 46 |
|
|
2022
Q2 | $4.04M | Buy |
18,465
+1,441
| +8% | +$315K | 0.6% | 35 |
|
|
2022
Q1 | $4.73M | Buy |
17,024
+4,256
| +33% | +$1.18M | 0.62% | 36 |
|
|
2021
Q4 | $3.9M | Buy |
12,768
+270
| +2% | +$82.5K | 0.52% | 41 |
|
|
2021
Q3 | $3.43M | Sell |
12,498
-7,085
| -36% | -$1.94M | 0.49% | 42 |
|
|
2021
Q2 | $5.32M | Buy |
19,583
+2,797
| +17% | +$759K | 0.65% | 20 |
|
|
2021
Q1 | $4.08M | Buy |
16,786
+2,571
| +18% | +$625K | 0.67% | 30 |
|
|
2020
Q4 | $3.43M | Buy |
14,215
+7,589
| +115% | +$1.83M | 0.72% | 32 |
|
|
2020
Q3 | $1.49M | Buy |
6,626
+5
| +0.1% | +$1.13K | 0.75% | 25 |
|
|
2020
Q2 | $1.33M | Buy |
6,621
+4,165
| +170% | +$835K | 0.74% | 27 |
|
|
2020
Q1 | $370K | Sell |
2,456
-96
| -4% | -$14.5K | 0.24% | 103 |
|
|
2019
Q4 | $486K | Buy |
+2,552
| New | +$486K | 0.29% | 83 |
|