Ballew Advisors’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 | $1.3M | Sell |
3,043
-34
| -1% | -$14.6K | 0.77% | 30 |
|
|
2025
Q1 | $1.08M | Sell |
3,077
-10
| -0.3% | -$3.5K | 0.72% | 31 |
|
|
2024
Q4 | $1.22M | Buy |
3,087
+4
| +0.1% | +$1.59K | 0.78% | 28 |
|
|
2024
Q3 | $1.17M | Sell |
3,083
-20
| -0.6% | -$7.59K | 0.78% | 30 |
|
|
2024
Q2 | $1.17M | Hold |
3,103
| – | – | 0.78% | 31 |
|
|
2024
Q1 | $1.03M | Sell |
3,103
-39
| -1% | -$13K | 0.71% | 38 |
|
|
2023
Q4 | $959K | Sell |
3,142
-217
| -6% | -$66.2K | 0.72% | 35 |
|
|
2023
Q3 | $897K | Hold |
3,359
| – | – | 0.74% | 37 |
|
|
2023
Q2 | $920K | Hold |
3,359
| – | – | 0.66% | 39 |
|
|
2023
Q1 | $910K | Sell |
3,359
-78
| -2% | -$21.1K | 0.66% | 39 |
|
|
2022
Q4 | $764K | Sell |
3,437
-78
| -2% | -$17.3K | 0.59% | 47 |
|
|
2022
Q3 | $741K | Buy |
3,515
+64
| +2% | +$13.5K | 0.66% | 43 |
|
|
2022
Q2 | $768K | Sell |
3,451
-16
| -0.5% | -$3.56K | 0.7% | 36 |
|
|
2022
Q1 | $926K | Hold |
3,467
| – | – | 0.71% | 31 |
|
|
2021
Q4 | $999K | Sell |
3,467
-27
| -0.8% | -$7.78K | 0.7% | 39 |
|
|
2021
Q3 | $971K | Hold |
3,494
| – | – | 0.71% | 41 |
|
|
2021
Q2 | $972K | Sell |
3,494
-3,494
| -50% | -$972K | 0.67% | 45 |
|
|
2021
Q1 | $1.73M | Buy |
6,988
+3,456
| +98% | +$854K | 0.64% | 45 |
|
|
2020
Q4 | $852K | Buy |
3,532
+616
| +21% | +$149K | 0.66% | 38 |
|
|
2020
Q3 | $640K | Sell |
2,916
-107
| -4% | -$23.5K | 0.54% | 45 |
|
|
2020
Q2 | $599K | Hold |
3,023
| – | – | 0.59% | 38 |
|
|
2020
Q1 | $455K | Sell |
3,023
-50
| -2% | -$7.53K | 0.51% | 36 |
|
|
2019
Q4 | $555K | Sell |
3,073
-30
| -1% | -$5.42K | 0.48% | 45 |
|
|
2019
Q3 | $485K | Hold |
3,103
| – | – | 0.44% | 50 |
|
|
2019
Q2 | $507K | Hold |
3,103
| – | – | 0.46% | 49 |
|
|
2019
Q1 | $490K | Hold |
3,103
| – | – | 0.45% | 48 |
|
|
2018
Q4 | $445K | Sell |
3,103
-21
| -0.7% | -$3.01K | 0.42% | 50 |
|
|
2018
Q3 | $436K | Sell |
3,124
-103
| -3% | -$14.4K | 0.4% | 51 |
|
|
2018
Q2 | $464K | Sell |
3,227
-319
| -9% | -$45.9K | 0.52% | 45 |
|
|
2018
Q1 | $483K | Sell |
3,546
-505
| -12% | -$68.8K | 0.42% | 51 |
|
|
2017
Q4 | $546K | Buy |
+4,051
| New | +$546K | 0.54% | 42 |
|