Baker Tilly Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.36M | Buy |
31,480
+1,100
| +4% | +$125K | 0.82% | 27 |
|
|
2025
Q4 | $3.59M | Buy |
30,380
+7,880
| +35% | +$933K | 0.89% | 27 |
|
|
2025
Q3 | $2.63M | Buy |
22,500
+2,368
| +12% | +$264K | 0.6% | 37 |
|
|
2025
Q2 | $2.14M | Buy |
20,132
+6,080
| +43% | +$581K | 0.76% | 26 |
|
|
2025
Q1 | $1.27M | Buy |
14,052
+6,208
| +79% | +$612K | 0.5% | 40 |
|
|
2024
Q4 | $787K | Buy |
7,844
+4,568
| +139% | +$449K | 0.31% | 76 |
|
|
2024
Q3 | $307K | Buy |
3,276
+140
| +4% | +$12.7K | 0.14% | 177 |
|
|
2024
Q2 | $286K | Sell |
3,136
-7,376
| -70% | -$630K | 0.12% | 204 |
|
|
2024
Q1 | $886K | Sell |
10,512
-8,376
| -44% | -$675K | 0.16% | 138 |
|
|
2023
Q4 | $1.43M | Buy |
18,888
+1,188
| +7% | +$84K | 0.24% | 97 |
|
|
2023
Q3 | $1.18M | Sell |
17,700
-16,384
| -48% | -$1.13M | 0.19% | 111 |
|
|
2023
Q2 | $2.34M | Buy |
34,084
+8
| +0% | +$509 | 0.25% | 88 |
|
|
2023
Q1 | $2.08M | Buy |
34,076
+14,448
| +74% | +$832K | 0.23% | 96 |
|
|
2022
Q4 | $1.05M | Buy |
19,628
+1,572
| +9% | +$86.5K | 0.13% | 177 |
|
|
2022
Q3 | $950K | Buy |
18,056
+8
| +0% | +$470 | 0.13% | 174 |
|
|
2022
Q2 | $987K | Sell |
18,048
-1,092
| -6% | -$65.6K | 0.13% | 172 |
|
|
2022
Q1 | $1.33M | Sell |
19,140
-8,000
| -29% | -$546K | 0.15% | 143 |
|
|
2021
Q4 | $2.07M | Buy |
27,140
+2,148
| +9% | +$159K | 0.22% | 90 |
|
|
2021
Q3 | $1.71M | Buy |
24,992
+332
| +1% | +$23.5K | 0.23% | 86 |
|
|
2021
Q2 | $1.67M | Buy |
24,660
+1,124
| +5% | +$72.5K | 0.27% | 84 |
|
|
2021
Q1 | $1.43M | Buy |
23,536
+8
| +0% | +$487 | 0.29% | 82 |
|
|
2020
Q4 | $1.42M | Buy |
+23,528
| New | +$1.34M | 0.44% | 52 |
|
Other funds holding IWF
