Atwood & Palmer’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 | $923K | Hold |
2,175
| – | – | 0.06% | 91 |
|
|
2025
Q1 | $785K | Sell |
2,175
-375
| -15% | -$135K | 0.05% | 95 |
|
|
2024
Q4 | $1.02M | Buy |
2,550
+216
| +9% | +$86.7K | 0.07% | 83 |
|
|
2024
Q3 | $876K | Hold |
2,334
| – | – | 0.06% | 87 |
|
|
2024
Q2 | $851K | Sell |
2,334
-150
| -6% | -$54.7K | 0.06% | 83 |
|
|
2024
Q1 | $837K | Sell |
2,484
-404
| -14% | -$136K | 0.06% | 84 |
|
|
2023
Q4 | $876K | Hold |
2,888
| – | – | 0.07% | 85 |
|
|
2023
Q3 | $768K | Sell |
2,888
-1,000
| -26% | -$266K | 0.07% | 88 |
|
|
2023
Q2 | $1.07M | Buy |
3,888
+2,567
| +194% | +$706K | 0.1% | 83 |
|
|
2023
Q1 | $323K | Hold |
1,321
| – | – | 0.03% | 115 |
|
|
2022
Q4 | $283K | Buy |
1,321
+704
| +114% | +$151K | 0.03% | 128 |
|
|
2022
Q3 | $130K | Sell |
617
-100
| -14% | -$21.1K | 0.01% | 153 |
|
|
2022
Q2 | $157K | Hold |
717
| – | – | 0.02% | 150 |
|
|
2022
Q1 | $199K | Hold |
717
| – | – | 0.02% | 141 |
|
|
2021
Q4 | $219K | Hold |
717
| – | – | 0.02% | 142 |
|
|
2021
Q3 | $196K | Hold |
717
| – | – | 0.02% | 147 |
|
|
2021
Q2 | $195K | Buy |
717
+100
| +16% | +$27.2K | 0.02% | 150 |
|
|
2021
Q1 | $150K | Hold |
617
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $149K | Buy |
+617
| New | +$149K | 0.02% | 152 |
|