Baker Tilly 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 | $2.14M | Buy |
5,033
+1,520
| +43% | +$645K | 0.76% | 26 |
|
|
2025
Q1 | $1.27M | Buy |
3,513
+1,552
| +79% | +$560K | 0.5% | 40 |
|
|
2024
Q4 | $787K | Buy |
1,961
+1,142
| +139% | +$459K | 0.31% | 76 |
|
|
2024
Q3 | $307K | Buy |
819
+35
| +4% | +$13.1K | 0.14% | 177 |
|
|
2024
Q2 | $286K | Sell |
784
-1,844
| -70% | -$672K | 0.12% | 204 |
|
|
2024
Q1 | $886K | Sell |
2,628
-2,094
| -44% | -$706K | 0.16% | 138 |
|
|
2023
Q4 | $1.43M | Buy |
4,722
+297
| +7% | +$90K | 0.24% | 97 |
|
|
2023
Q3 | $1.18M | Sell |
4,425
-4,096
| -48% | -$1.09M | 0.19% | 111 |
|
|
2023
Q2 | $2.34M | Buy |
8,521
+2
| +0% | +$550 | 0.25% | 88 |
|
|
2023
Q1 | $2.08M | Buy |
8,519
+3,612
| +74% | +$883K | 0.23% | 96 |
|
|
2022
Q4 | $1.05M | Buy |
4,907
+393
| +9% | +$84.2K | 0.13% | 177 |
|
|
2022
Q3 | $950K | Buy |
4,514
+2
| +0% | +$421 | 0.13% | 174 |
|
|
2022
Q2 | $987K | Sell |
4,512
-273
| -6% | -$59.7K | 0.13% | 172 |
|
|
2022
Q1 | $1.33M | Sell |
4,785
-2,000
| -29% | -$555K | 0.15% | 143 |
|
|
2021
Q4 | $2.07M | Buy |
6,785
+537
| +9% | +$164K | 0.22% | 90 |
|
|
2021
Q3 | $1.71M | Buy |
6,248
+83
| +1% | +$22.7K | 0.23% | 86 |
|
|
2021
Q2 | $1.67M | Buy |
6,165
+281
| +5% | +$76.3K | 0.27% | 84 |
|
|
2021
Q1 | $1.43M | Buy |
5,884
+2
| +0% | +$486 | 0.29% | 82 |
|
|
2020
Q4 | $1.42M | Buy |
+5,882
| New | +$1.42M | 0.44% | 52 |
|