ARQ 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 | $441K | Hold |
1,220
| – | – | 0.15% | 76 |
|
|
2025
Q1 | $441K | Sell |
1,220
-426
| -26% | -$154K | 0.16% | 71 |
|
|
2024
Q4 | $661K | Hold |
1,646
| – | – | 0.25% | 61 |
|
|
2024
Q3 | $602K | Hold |
1,646
| – | – | 0.23% | 59 |
|
|
2024
Q2 | $600K | Sell |
1,646
-12
| -0.7% | -$4.37K | 0.26% | 53 |
|
|
2024
Q1 | $559K | Hold |
1,658
| – | – | 0.24% | 57 |
|
|
2023
Q4 | $503K | Sell |
1,658
-548
| -25% | -$166K | 0.3% | 41 |
|
|
2023
Q3 | $587K | Sell |
2,206
-700
| -24% | -$186K | 0.44% | 38 |
|
|
2023
Q2 | $800K | Hold |
2,906
| – | – | 0.52% | 37 |
|
|
2023
Q1 | $710K | Sell |
2,906
-95
| -3% | -$23.2K | 0.52% | 37 |
|
|
2022
Q4 | $643K | Sell |
3,001
-370
| -11% | -$79.3K | 0.42% | 38 |
|
|
2022
Q3 | $709K | Sell |
3,371
-86
| -2% | -$18.1K | 0.55% | 33 |
|
|
2022
Q2 | $756K | Buy |
3,457
+1,225
| +55% | +$268K | 0.54% | 34 |
|
|
2022
Q1 | $620K | Sell |
2,232
-20
| -0.9% | -$5.56K | 0.42% | 36 |
|
|
2021
Q4 | $688K | Buy |
2,252
+330
| +17% | +$101K | 0.49% | 31 |
|
|
2021
Q3 | $527K | Sell |
1,922
-30
| -2% | -$8.23K | 0.34% | 36 |
|
|
2021
Q2 | $530K | Hold |
1,952
| – | – | 0.34% | 35 |
|
|
2021
Q1 | $474K | Sell |
1,952
-49
| -2% | -$11.9K | 0.31% | 35 |
|
|
2020
Q4 | $483K | Sell |
2,001
-15
| -0.7% | -$3.62K | 0.3% | 34 |
|
|
2020
Q3 | $437K | Buy |
2,016
+146
| +8% | +$31.6K | 0.42% | 30 |
|
|
2020
Q2 | $359K | Sell |
1,870
-55
| -3% | -$10.6K | 0.35% | 34 |
|
|
2020
Q1 | $290K | Buy |
+1,925
| New | +$290K | 0.33% | 36 |
|