Barnes Pettey 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 | $1.14M | Hold |
2,695
| – | – | 0.76% | 29 |
|
|
2025
Q1 | $973K | Hold |
2,695
| – | – | 0.76% | 33 |
|
|
2024
Q4 | $1.08M | Hold |
2,695
| – | – | 0.83% | 27 |
|
|
2024
Q3 | $1.01M | Hold |
2,695
| – | – | 0.81% | 28 |
|
|
2024
Q2 | $982K | Hold |
2,695
| – | – | 0.85% | 27 |
|
|
2024
Q1 | $908K | Buy |
2,695
+330
| +14% | +$111K | 0.78% | 28 |
|
|
2023
Q4 | $717K | Hold |
2,365
| – | – | 0.58% | 39 |
|
|
2023
Q3 | $629K | Hold |
2,365
| – | – | 0.58% | 41 |
|
|
2023
Q2 | $651K | Hold |
2,365
| – | – | 0.56% | 41 |
|
|
2023
Q1 | $578K | Hold |
2,365
| – | – | 0.55% | 43 |
|
|
2022
Q4 | $507K | Hold |
2,365
| – | – | 0.52% | 49 |
|
|
2022
Q3 | $498K | Hold |
2,365
| – | – | 0.68% | 39 |
|
|
2022
Q2 | $517K | Hold |
2,365
| – | – | 0.67% | 40 |
|
|
2022
Q1 | $657K | Hold |
2,365
| – | – | 0.8% | 34 |
|
|
2021
Q4 | $723K | Buy |
+2,365
| New | +$723K | 0.83% | 30 |
|