Aveo Capital Partners’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 |
-926
| Closed | -$345K | – | 84 |
|
|
2025
Q1 | $345K | Sell |
926
-418
| -31% | -$156K | 0.06% | 133 |
|
|
2024
Q4 | $540K | Sell |
1,344
-286
| -18% | -$115K | 0.06% | 195 |
|
|
2024
Q3 | $612K | Hold |
1,630
| – | – | 0.07% | 176 |
|
|
2024
Q2 | $594K | Hold |
1,630
| – | – | 0.07% | 170 |
|
|
2024
Q1 | $540K | Buy |
1,630
+942
| +137% | +$312K | 0.06% | 206 |
|
|
2023
Q4 | $209K | Buy |
+688
| New | +$209K | 0.03% | 325 |
|
|
2022
Q1 | – | Sell |
-687
| Closed | -$210K | – | 283 |
|
|
2021
Q4 | $210K | Buy |
+687
| New | +$210K | 0.04% | 265 |
|
|
2020
Q4 | – | Sell |
-5,633
| Closed | -$1.22M | – | 119 |
|
|
2020
Q3 | $1.22M | Buy |
+5,633
| New | +$1.22M | 0.44% | 50 |
|
|
2020
Q1 | – | Sell |
-4,892
| Closed | -$861K | – | 173 |
|
|
2019
Q4 | $861K | Buy |
4,892
+3,092
| +172% | +$544K | 0.34% | 74 |
|
|
2019
Q3 | $298K | Buy |
+1,800
| New | +$298K | 0.12% | 133 |
|
|
2017
Q4 | – | Sell |
-15,981
| Closed | -$2M | – | 149 |
|
|
2017
Q3 | $2M | Buy |
15,981
+14,164
| +780% | +$1.77M | 0.69% | 19 |
|
|
2017
Q2 | $216K | Buy |
+1,817
| New | +$216K | 0.08% | 115 |
|
|
2017
Q1 | – | Sell |
-9,715
| Closed | -$1.02M | – | 175 |
|
|
2016
Q4 | $1.02M | Buy |
+9,715
| New | +$1.02M | 0.29% | 63 |
|