Aspen 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 | $522K | Hold |
1,230
| – | – | 0.22% | 102 |
|
|
2025
Q1 | $444K | Buy |
1,230
+550
| +81% | +$199K | 0.2% | 108 |
|
|
2024
Q4 | $273K | Hold |
680
| – | – | 0.13% | 129 |
|
|
2024
Q3 | $255K | Hold |
680
| – | – | 0.12% | 137 |
|
|
2024
Q2 | $248K | Buy |
680
+80
| +13% | +$29.2K | 0.12% | 133 |
|
|
2024
Q1 | $202K | Buy |
+600
| New | +$202K | 0.1% | 153 |
|
|
2020
Q1 | – | Sell |
-2,761
| Closed | -$486K | – | 116 |
|
|
2019
Q4 | $486K | Hold |
2,761
| – | – | 0.3% | 87 |
|
|
2019
Q3 | $441K | Sell |
2,761
-417
| -13% | -$66.6K | 0.29% | 91 |
|
|
2019
Q2 | $500K | Sell |
3,178
-100
| -3% | -$15.7K | 0.33% | 82 |
|
|
2019
Q1 | $496K | Hold |
3,278
| – | – | 0.35% | 83 |
|
|
2018
Q4 | $429K | Sell |
3,278
-1,131
| -26% | -$148K | 0.34% | 83 |
|
|
2018
Q3 | $688K | Buy |
4,409
+857
| +24% | +$134K | 0.45% | 71 |
|
|
2018
Q2 | $511K | Sell |
3,552
-589
| -14% | -$84.7K | 0.35% | 83 |
|
|
2018
Q1 | $564K | Buy |
4,141
+804
| +24% | +$110K | 0.4% | 78 |
|
|
2017
Q4 | $449K | Buy |
3,337
+277
| +9% | +$37.3K | 0.32% | 90 |
|
|
2017
Q3 | $383K | Buy |
3,060
+80
| +3% | +$10K | 0.28% | 95 |
|
|
2017
Q2 | $355K | Sell |
2,980
-2,126
| -42% | -$253K | 0.27% | 95 |
|
|
2017
Q1 | $581K | Buy |
5,106
+94
| +2% | +$10.7K | 0.43% | 61 |
|
|
2016
Q4 | $526K | Buy |
+5,012
| New | +$526K | 0.4% | 64 |
|
|
2015
Q3 | – | Sell |
-2,627
| Closed | -$260K | – | 123 |
|
|
2015
Q2 | $260K | Buy |
2,627
+100
| +4% | +$9.9K | 0.22% | 102 |
|
|
2015
Q1 | $250K | Buy |
2,527
+75
| +3% | +$7.42K | 0.2% | 111 |
|
|
2014
Q4 | $234K | Buy |
2,452
+225
| +10% | +$21.5K | 0.2% | 114 |
|
|
2014
Q3 | $204K | Sell |
2,227
-225
| -9% | -$20.6K | 0.17% | 116 |
|
|
2014
Q2 | $223K | Sell |
2,452
-200
| -8% | -$18.2K | 0.14% | 124 |
|
|
2014
Q1 | $230K | Hold |
2,652
| – | – | 0.15% | 114 |
|
|
2013
Q4 | $228K | Sell |
2,652
-290
| -10% | -$24.9K | 0.15% | 115 |
|
|
2013
Q3 | $230K | Buy |
+2,942
| New | +$230K | 0.16% | 105 |
|