Atticus Wealth 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 | $23M | Buy |
54,260
+6,850
| +14% | +$2.91M | 6.22% | 2 |
|
|
2025
Q1 | $17.1M | Buy |
47,410
+18,559
| +64% | +$6.7M | 5.59% | 3 |
|
|
2024
Q4 | $11.6M | Buy |
28,851
+515
| +2% | +$207K | 3.6% | 6 |
|
|
2024
Q3 | $10.6M | Buy |
28,336
+1,146
| +4% | +$430K | 3.41% | 6 |
|
|
2024
Q2 | $9.91M | Buy |
27,190
+2,552
| +10% | +$930K | 3.24% | 6 |
|
|
2024
Q1 | $8.3M | Buy |
24,638
+22,471
| +1,037% | +$7.57M | 2.72% | 7 |
|
|
2023
Q4 | $657K | Sell |
2,167
-653
| -23% | -$198K | 0.23% | 54 |
|
|
2023
Q3 | $750K | Hold |
2,820
| – | – | 0.29% | 50 |
|
|
2023
Q2 | $776K | Hold |
2,820
| – | – | 0.29% | 49 |
|
|
2023
Q1 | $689K | Sell |
2,820
-1,447
| -34% | -$354K | 0.26% | 57 |
|
|
2022
Q4 | $914K | Buy |
+4,267
| New | +$914K | 0.38% | 50 |
|
|
2022
Q3 | – | Sell |
-5,527
| Closed | -$1.21M | – | 592 |
|
|
2022
Q2 | $1.21M | Sell |
5,527
-952
| -15% | -$208K | 0.5% | 42 |
|
|
2022
Q1 | $1.8M | Buy |
6,479
+5,001
| +338% | +$1.39M | 0.66% | 31 |
|
|
2021
Q4 | $452K | Buy |
1,478
+1,247
| +540% | +$381K | 0.18% | 80 |
|
|
2021
Q3 | $63K | Hold |
231
| – | – | 0.03% | 209 |
|
|
2021
Q2 | $63K | Buy |
231
+1
| +0.4% | +$273 | 0.03% | 210 |
|
|
2021
Q1 | $56K | Hold |
230
| – | – | 0.03% | 203 |
|
|
2020
Q4 | $56K | Hold |
230
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $50K | Buy |
230
+1
| +0.4% | +$217 | 0.03% | 176 |
|
|
2020
Q2 | $44K | Buy |
229
+48
| +27% | +$9.22K | 0.03% | 177 |
|
|
2020
Q1 | $27K | Hold |
181
| – | – | 0.02% | 193 |
|
|
2019
Q4 | $32K | Buy |
+181
| New | +$32K | 0.02% | 199 |
|