Baker Boyer National Bank’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 | $1.19M | Hold |
2,810
| – | – | 0.41% | 20 |
|
|
2025
Q1 | $1.01M | Hold |
2,810
| – | – | 0.37% | 24 |
|
|
2024
Q4 | $1.13M | Sell |
2,810
-24
| -0.8% | -$9.64K | 0.39% | 27 |
|
|
2024
Q3 | $1.06M | Buy |
2,834
+24
| +0.9% | +$9.01K | 0.36% | 27 |
|
|
2024
Q2 | $1.02M | Hold |
2,810
| – | – | 0.36% | 26 |
|
|
2024
Q1 | $947K | Hold |
2,810
| – | – | 0.33% | 30 |
|
|
2023
Q4 | $852K | Hold |
2,810
| – | – | 0.31% | 31 |
|
|
2023
Q3 | $747K | Hold |
2,810
| – | – | 0.3% | 35 |
|
|
2023
Q2 | $773K | Hold |
2,810
| – | – | 0.29% | 31 |
|
|
2023
Q1 | $687K | Hold |
2,810
| – | – | 0.26% | 35 |
|
|
2022
Q4 | $602K | Hold |
2,810
| – | – | 0.25% | 37 |
|
|
2022
Q3 | $591K | Sell |
2,810
-83
| -3% | -$17.5K | 0.26% | 35 |
|
|
2022
Q2 | $633K | Hold |
2,893
| – | – | 0.32% | 35 |
|
|
2022
Q1 | $803K | Hold |
2,893
| – | – | 0.39% | 33 |
|
|
2021
Q4 | $884K | Buy |
+2,893
| New | +$884K | 0.41% | 33 |
|
|
2021
Q2 | $633K | Buy |
+2,893
| New | +$633K | 0.32% | 35 |
|
|
2018
Q1 | $507K | Hold |
3,728
| – | – | 1.54% | 19 |
|
|
2017
Q4 | $502K | Hold |
3,728
| – | – | 1.51% | 24 |
|
|
2017
Q3 | $466K | Buy |
+3,728
| New | +$466K | 1.54% | 24 |
|