Baltimore-Washington Financial 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 | $1.33M | Sell |
3,136
-14
| -0.4% | -$5.94K | 0.06% | 87 |
|
|
2025
Q1 | $1.14M | Sell |
3,150
-45
| -1% | -$16.2K | 0.06% | 86 |
|
|
2024
Q4 | $1.28M | Buy |
3,195
+65
| +2% | +$26.1K | 0.07% | 86 |
|
|
2024
Q3 | $1.18M | Buy |
3,130
+12
| +0.4% | +$4.51K | 0.06% | 90 |
|
|
2024
Q2 | $1.14M | Sell |
3,118
-264
| -8% | -$96.2K | 0.07% | 91 |
|
|
2024
Q1 | $1.14M | Buy |
3,382
+299
| +10% | +$101K | 0.07% | 89 |
|
|
2023
Q4 | $935K | Buy |
3,083
+65
| +2% | +$19.7K | 0.06% | 95 |
|
|
2023
Q3 | $803K | Buy |
3,018
+29
| +1% | +$7.71K | 0.07% | 100 |
|
|
2023
Q2 | $823K | Hold |
2,989
| – | – | 0.07% | 101 |
|
|
2023
Q1 | $730K | Hold |
2,989
| – | – | 0.06% | 103 |
|
|
2022
Q4 | $640K | Sell |
2,989
-229
| -7% | -$49.1K | 0.06% | 101 |
|
|
2022
Q3 | $677K | Buy |
3,218
+1,360
| +73% | +$286K | 0.06% | 102 |
|
|
2022
Q2 | $406K | Buy |
1,858
+318
| +21% | +$69.5K | 0.04% | 96 |
|
|
2022
Q1 | $374K | Hold |
1,540
| – | – | 0.04% | 114 |
|
|
2021
Q4 | $470K | Hold |
1,540
| – | – | 0.04% | 96 |
|
|
2021
Q3 | $422K | Hold |
1,540
| – | – | 0.04% | 99 |
|
|
2021
Q2 | $418K | Hold |
1,540
| – | – | 0.04% | 98 |
|
|
2021
Q1 | $374K | Buy |
1,540
+325
| +27% | +$78.9K | 0.04% | 98 |
|
|
2020
Q4 | $292K | Hold |
1,215
| – | – | 0.03% | 105 |
|
|
2020
Q3 | $263K | Buy |
+1,215
| New | +$263K | 0.03% | 100 |
|
|
2015
Q4 | – | Sell |
-115
| Closed | -$10K | – | 176 |
|
|
2015
Q3 | $10K | Sell |
115
-59
| -34% | -$5.13K | ﹤0.01% | 193 |
|
|
2015
Q2 | $17K | Hold |
174
| – | – | 0.01% | 164 |
|
|
2015
Q1 | $17K | Sell |
174
-19
| -10% | -$1.86K | ﹤0.01% | 187 |
|
|
2014
Q4 | $18K | Buy |
193
+115
| +147% | +$10.7K | 0.01% | 178 |
|
|
2014
Q3 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 236 |
|