Bartlett & Co Wealth Management’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 | $2.12M | Buy |
4,986
+186
| +4% | +$79K | 0.03% | 189 |
|
|
2025
Q1 | $1.73M | Buy |
4,800
+2,418
| +102% | +$873K | 0.03% | 206 |
|
|
2024
Q4 | $957K | Sell |
2,382
-81
| -3% | -$32.5K | 0.01% | 261 |
|
|
2024
Q3 | $925K | Buy |
2,463
+75
| +3% | +$28.2K | 0.01% | 267 |
|
|
2024
Q2 | $870K | Buy |
2,388
+71
| +3% | +$25.9K | 0.01% | 269 |
|
|
2024
Q1 | $781K | Buy |
2,317
+83
| +4% | +$28K | 0.01% | 289 |
|
|
2023
Q4 | $680K | Sell |
2,234
-74
| -3% | -$22.5K | 0.01% | 314 |
|
|
2023
Q3 | $615K | Buy |
2,308
+43
| +2% | +$11.5K | 0.01% | 312 |
|
|
2023
Q2 | $623K | Buy |
2,265
+45
| +2% | +$12.4K | 0.01% | 312 |
|
|
2023
Q1 | $542K | Sell |
2,220
-15
| -0.7% | -$3.67K | 0.01% | 279 |
|
|
2022
Q4 | $479K | Sell |
2,235
-140
| -6% | -$30K | 0.01% | 300 |
|
|
2022
Q3 | $500K | Sell |
2,375
-132
| -5% | -$27.8K | 0.01% | 283 |
|
|
2022
Q2 | $548K | Buy |
2,507
+102
| +4% | +$22.3K | 0.01% | 275 |
|
|
2022
Q1 | $668K | Buy |
2,405
+34
| +1% | +$9.44K | 0.01% | 266 |
|
|
2021
Q4 | $725K | Sell |
2,371
-39
| -2% | -$11.9K | 0.01% | 257 |
|
|
2021
Q3 | $660K | Sell |
2,410
-51
| -2% | -$14K | 0.01% | 232 |
|
|
2021
Q2 | $668K | Buy |
2,461
+151
| +7% | +$41K | 0.01% | 234 |
|
|
2021
Q1 | $561K | Sell |
2,310
-15
| -0.6% | -$3.65K | 0.01% | 249 |
|
|
2020
Q4 | $561K | Sell |
2,325
-175
| -7% | -$42.2K | 0.01% | 241 |
|
|
2020
Q3 | $542K | Hold |
2,500
| – | – | 0.01% | 234 |
|
|
2020
Q2 | $480K | Sell |
2,500
-1,292
| -34% | -$248K | 0.01% | 238 |
|
|
2020
Q1 | $571K | Buy |
3,792
+97
| +3% | +$14.6K | 0.02% | 219 |
|
|
2019
Q4 | $650K | Buy |
3,695
+1,313
| +55% | +$231K | 0.02% | 236 |
|
|
2019
Q3 | $380K | Buy |
2,382
+101
| +4% | +$16.1K | 0.01% | 275 |
|
|
2019
Q2 | $359K | Hold |
2,281
| – | – | 0.01% | 220 |
|
|
2019
Q1 | $345K | Hold |
2,281
| – | – | 0.01% | 222 |
|
|
2018
Q4 | $299K | Buy |
2,281
+1,131
| +98% | +$148K | 0.01% | 227 |
|
|
2018
Q3 | $179K | Hold |
1,150
| – | – | 0.01% | 266 |
|
|
2018
Q2 | $165K | Hold |
1,150
| – | – | 0.01% | 268 |
|
|
2018
Q1 | $157K | Buy |
+1,150
| New | +$157K | 0.01% | 274 |
|