Avondale 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 | $308K | Hold |
725
| – | – | 0.17% | 50 |
|
2025
Q1 | $262K | Hold |
725
| – | – | 0.16% | 47 |
|
2024
Q4 | $291K | Hold |
725
| – | – | 0.19% | 43 |
|
2024
Q3 | $272K | Hold |
725
| – | – | 0.18% | 42 |
|
2024
Q2 | $264K | Hold |
725
| – | – | 0.18% | 45 |
|
2024
Q1 | $244K | Hold |
725
| – | – | 0.17% | 44 |
|
2023
Q4 | $220K | Hold |
725
| – | – | 0.18% | 43 |
|
2023
Q3 | $193K | Hold |
725
| – | – | 0.17% | 46 |
|
2023
Q2 | $200K | Hold |
725
| – | – | 0.17% | 46 |
|
2023
Q1 | $177K | Hold |
725
| – | – | 0.15% | 46 |
|
2022
Q4 | $155K | Hold |
725
| – | – | 0.13% | 40 |
|
2022
Q3 | $153K | Hold |
725
| – | – | 0.17% | 40 |
|
2022
Q2 | $159K | Hold |
725
| – | – | 0.18% | 39 |
|
2022
Q1 | $201K | Sell |
725
-709
| -49% | -$197K | 0.24% | 41 |
|
2021
Q4 | $438K | Sell |
1,434
-650
| -31% | -$199K | 0.44% | 26 |
|
2021
Q3 | $571K | Hold |
2,084
| – | – | 0.56% | 26 |
|
2021
Q2 | $566K | Hold |
2,084
| – | – | 0.53% | 27 |
|
2021
Q1 | $506K | Hold |
2,084
| – | – | 0.5% | 25 |
|
2020
Q4 | $503K | Hold |
2,084
| – | – | 0.58% | 19 |
|
2020
Q3 | $452K | Sell |
2,084
-134
| -6% | -$29.1K | 0.68% | 15 |
|
2020
Q2 | $426K | Hold |
2,218
| – | – | 0.61% | 15 |
|
2020
Q1 | $334K | Hold |
2,218
| – | – | 0.53% | 17 |
|
2019
Q4 | $390K | Hold |
2,218
| – | – | 0.57% | 15 |
|
2019
Q3 | $354K | Hold |
2,218
| – | – | 0.58% | 15 |
|
2019
Q2 | $349K | Hold |
2,218
| – | – | 0.26% | 16 |
|
2019
Q1 | $336K | Hold |
2,218
| – | – | 0.26% | 16 |
|
2018
Q4 | $290K | Hold |
2,218
| – | – | 0.24% | 17 |
|
2018
Q3 | $346K | Hold |
2,218
| – | – | 0.33% | 11 |
|
2018
Q2 | $319K | Hold |
2,218
| – | – | 0.26% | 14 |
|
2018
Q1 | $301K | Hold |
2,218
| – | – | 0.25% | 15 |
|
2017
Q4 | $299K | Buy |
+2,218
| New | +$299K | 0.26% | 16 |
|