Badgley Phelps Wealth Managers’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 | $48.1M | Buy |
113,274
+5,546
| +5% | +$2.35M | 1.07% | 24 |
|
2025
Q1 | $38.9M | Sell |
107,728
-2,303
| -2% | -$832K | 0.94% | 29 |
|
2024
Q4 | $44.2M | Buy |
110,031
+6,407
| +6% | +$2.57M | 1.03% | 25 |
|
2024
Q3 | $38.9M | Buy |
103,624
+544
| +0.5% | +$204K | 0.9% | 29 |
|
2024
Q2 | $37.6M | Sell |
103,080
-367
| -0.4% | -$134K | 0.93% | 29 |
|
2024
Q1 | $34.9M | Sell |
103,447
-18,078
| -15% | -$6.09M | 0.87% | 31 |
|
2023
Q4 | $36.8M | Buy |
121,525
+24,272
| +25% | +$7.36M | 1% | 29 |
|
2023
Q3 | $25.9M | Sell |
97,253
-1,499
| -2% | -$399K | 0.88% | 34 |
|
2023
Q2 | $27.2M | Buy |
98,752
+407
| +0.4% | +$112K | 0.9% | 33 |
|
2023
Q1 | $24M | Sell |
98,345
-4,038
| -4% | -$987K | 0.88% | 34 |
|
2022
Q4 | $21.9M | Buy |
102,383
+13,802
| +16% | +$2.96M | 0.88% | 37 |
|
2022
Q3 | $18.6M | Buy |
88,581
+2,872
| +3% | +$604K | 0.8% | 37 |
|
2022
Q2 | $18.7M | Sell |
85,709
-1,259
| -1% | -$275K | 0.77% | 42 |
|
2022
Q1 | $24.1M | Sell |
86,968
-1,098
| -1% | -$305K | 0.84% | 39 |
|
2021
Q4 | $26.9M | Buy |
88,066
+23
| +0% | +$7.03K | 0.87% | 35 |
|
2021
Q3 | $24.1M | Buy |
+88,043
| New | +$24.1M | 0.88% | 37 |
|