Bordeaux Wealth 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 | $914K | Sell |
2,152
-45
| -2% | -$19.1K | 0.12% | 62 |
|
|
2025
Q1 | $793K | Hold |
2,197
| – | – | 0.15% | 64 |
|
|
2024
Q4 | $882K | Hold |
2,197
| – | – | 0.14% | 63 |
|
|
2024
Q3 | $825K | Sell |
2,197
-292
| -12% | -$110K | 0.15% | 66 |
|
|
2024
Q2 | $907K | Hold |
2,489
| – | – | 0.17% | 53 |
|
|
2024
Q1 | $839K | Buy |
2,489
+881
| +55% | +$297K | 0.28% | 40 |
|
|
2023
Q4 | $487K | Hold |
1,608
| – | – | 0.16% | 60 |
|
|
2023
Q3 | $428K | Hold |
1,608
| – | – | 0.17% | 57 |
|
|
2023
Q2 | $442K | Hold |
1,608
| – | – | 0.18% | 58 |
|
|
2023
Q1 | $393K | Hold |
1,608
| – | – | 0.2% | 70 |
|
|
2022
Q4 | $344K | Hold |
1,608
| – | – | 0.19% | 65 |
|
|
2022
Q3 | $338K | Sell |
1,608
-109
| -6% | -$22.9K | 0.21% | 62 |
|
|
2022
Q2 | $376K | Sell |
1,717
-675
| -28% | -$148K | 0.26% | 58 |
|
|
2022
Q1 | $664K | Hold |
2,392
| – | – | 0.36% | 48 |
|
|
2021
Q4 | $731K | Sell |
2,392
-261
| -10% | -$79.8K | 0.34% | 50 |
|
|
2021
Q3 | $727K | Buy |
2,653
+9
| +0.3% | +$2.47K | 0.41% | 38 |
|
|
2021
Q2 | $718K | Buy |
2,644
+1
| +0% | +$272 | 0.41% | 41 |
|
|
2021
Q1 | $642K | Hold |
2,643
| – | – | 0.45% | 35 |
|
|
2020
Q4 | $637K | Buy |
+2,643
| New | +$637K | 0.48% | 33 |
|