Baltimore-Washington Financial Advisors’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 | $1.38M | Buy |
12,928
+296
| +2% | +$33.6K | 0.06% | 81 |
|
|
2025
Q4 | $1.49M | Buy |
12,632
+168
| +1% | +$19.9K | 0.06% | 82 |
|
|
2025
Q3 | $1.46M | Sell |
12,464
-80
| -0.6% | -$8.91K | 0.06% | 86 |
|
|
2025
Q2 | $1.33M | Sell |
12,544
-56
| -0.4% | -$5.36K | 0.06% | 87 |
|
|
2025
Q1 | $1.14M | Sell |
12,600
-180
| -1% | -$17.8K | 0.06% | 86 |
|
|
2024
Q4 | $1.28M | Buy |
12,780
+260
| +2% | +$25.6K | 0.07% | 86 |
|
|
2024
Q3 | $1.18M | Buy |
12,520
+48
| +0.4% | +$4.35K | 0.06% | 90 |
|
|
2024
Q2 | $1.14M | Sell |
12,472
-1,056
| -8% | -$90.2K | 0.07% | 91 |
|
|
2024
Q1 | $1.14M | Buy |
13,528
+1,196
| +10% | +$96.4K | 0.07% | 89 |
|
|
2023
Q4 | $935K | Buy |
12,332
+260
| +2% | +$18.4K | 0.06% | 96 |
|
|
2023
Q3 | $803K | Buy |
12,072
+116
| +1% | +$8.01K | 0.07% | 102 |
|
|
2023
Q2 | $823K | Hold |
11,956
| – | – | 0.07% | 103 |
|
|
2023
Q1 | $730K | Hold |
11,956
| – | – | 0.06% | 105 |
|
|
2022
Q4 | $640K | Sell |
11,956
-916
| -7% | -$50.4K | 0.06% | 101 |
|
|
2022
Q3 | $677K | Buy |
12,872
+5,440
| +73% | +$320K | 0.06% | 102 |
|
|
2022
Q2 | $406K | Buy |
7,432
+1,272
| +21% | +$76.4K | 0.04% | 96 |
|
|
2022
Q1 | $374K | Hold |
6,160
| – | – | 0.04% | 114 |
|
|
2021
Q4 | $470K | Hold |
6,160
| – | – | 0.04% | 96 |
|
|
2021
Q3 | $422K | Hold |
6,160
| – | – | 0.04% | 99 |
|
|
2021
Q2 | $418K | Hold |
6,160
| – | – | 0.04% | 98 |
|
|
2021
Q1 | $374K | Buy |
6,160
+1,300
| +27% | +$79.1K | 0.04% | 98 |
|
|
2020
Q4 | $292K | Hold |
4,860
| – | – | 0.03% | 105 |
|
|
2020
Q3 | $263K | Buy |
+4,860
| New | +$256K | 0.03% | 100 |
|
|
2015
Q4 | – | Sell |
-460
| Closed | -$10K | – | 176 |
|
|
2015
Q3 | $10K | Sell |
460
-236
| -34% | -$5.81K | ﹤0.01% | 193 |
|
|
2015
Q2 | $17K | Hold |
696
| – | – | 0.01% | 164 |
|
|
2015
Q1 | $17K | Sell |
696
-76
| -10% | -$1.86K | ﹤0.01% | 187 |
|
|
2014
Q4 | $18K | Buy |
772
+460
| +147% | +$10.8K | 0.01% | 178 |
|
|
2014
Q3 | $7K | Buy |
+312
| New | +$7.15K | ﹤0.01% | 236 |
|
Other funds holding IWF
