Atlas Capital 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 | – | Sell |
-26
| Closed | -$9.39K | – | 969 |
|
|
2025
Q1 | $9.39K | Buy |
+26
| New | +$9.39K | ﹤0.01% | 806 |
|
|
2024
Q2 | – | Sell |
-28
| Closed | -$9.44K | – | 939 |
|
|
2024
Q1 | $9.44K | Hold |
28
| – | – | ﹤0.01% | 723 |
|
|
2023
Q4 | $8.49K | Hold |
28
| – | – | ﹤0.01% | 758 |
|
|
2023
Q3 | $7.45K | Sell |
28
-200
| -88% | -$53.2K | ﹤0.01% | 733 |
|
|
2023
Q2 | $62.7K | Sell |
228
-162
| -42% | -$44.6K | 0.01% | 543 |
|
|
2023
Q1 | $95.3K | Sell |
390
-1,926
| -83% | -$471K | 0.02% | 470 |
|
|
2022
Q4 | $496K | Hold |
2,316
| – | – | 0.08% | 190 |
|
|
2022
Q3 | $487K | Hold |
2,316
| – | – | 0.09% | 186 |
|
|
2022
Q2 | $507K | Hold |
2,316
| – | – | 0.09% | 192 |
|
|
2022
Q1 | $643K | Sell |
2,316
-300
| -11% | -$83.3K | 0.1% | 180 |
|
|
2021
Q4 | $799K | Hold |
2,616
| – | – | 0.12% | 146 |
|
|
2021
Q3 | $717K | Sell |
2,616
-31
| -1% | -$8.5K | 0.12% | 147 |
|
|
2021
Q2 | $719K | Buy |
2,647
+2,147
| +429% | +$583K | 0.12% | 155 |
|
|
2021
Q1 | $122K | Buy |
+500
| New | +$122K | 0.02% | 393 |
|