Beese Fulmer Investment 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 | $879K | Buy |
2,070
+114
| +6% | +$48.4K | 0.07% | 145 |
|
|
2025
Q1 | $706K | Hold |
1,956
| – | – | 0.06% | 135 |
|
|
2024
Q4 | $786K | Hold |
1,956
| – | – | 0.07% | 131 |
|
|
2024
Q3 | $734K | Hold |
1,956
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $713K | Hold |
1,956
| – | – | 0.06% | 131 |
|
|
2024
Q1 | $659K | Sell |
1,956
-72
| -4% | -$24.3K | 0.06% | 136 |
|
|
2023
Q4 | $615K | Buy |
2,028
+1
| +0% | +$303 | 0.06% | 135 |
|
|
2023
Q3 | $539K | Buy |
2,027
+1
| +0% | +$266 | 0.06% | 144 |
|
|
2023
Q2 | $558K | Buy |
2,026
+2
| +0.1% | +$550 | 0.06% | 145 |
|
|
2023
Q1 | $495K | Hold |
2,024
| – | – | 0.06% | 153 |
|
|
2022
Q4 | $434K | Sell |
2,024
-195
| -9% | -$41.8K | 0.05% | 162 |
|
|
2022
Q3 | $467K | Buy |
2,219
+204
| +10% | +$42.9K | 0.06% | 144 |
|
|
2022
Q2 | $441K | Buy |
2,015
+1
| +0% | +$219 | 0.06% | 155 |
|
|
2022
Q1 | $559K | Buy |
2,014
+73
| +4% | +$20.3K | 0.06% | 149 |
|
|
2021
Q4 | $593K | Buy |
1,941
+258
| +15% | +$78.8K | 0.06% | 149 |
|
|
2021
Q3 | $461K | Buy |
1,683
+705
| +72% | +$193K | 0.05% | 160 |
|
|
2021
Q2 | $266K | Hold |
978
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $238K | Buy |
978
+10
| +1% | +$2.43K | 0.03% | 197 |
|
|
2020
Q4 | $233K | Buy |
+968
| New | +$233K | 0.03% | 187 |
|
|
2020
Q3 | – | Sell |
-968
| Closed | -$186K | – | 371 |
|
|
2020
Q2 | $186K | Buy |
+968
| New | +$186K | 0.03% | 188 |
|