Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.12M | Sell |
15,228
-403
| -3% | -$162K | 0.18% | 91 |
|
|
2024
Q3 | $5.87M | Sell |
15,631
-874
| -5% | -$328K | 0.17% | 95 |
|
|
2024
Q2 | $6.02M | Sell |
16,505
-719
| -4% | -$262K | 0.19% | 94 |
|
|
2024
Q1 | $5.81M | Sell |
17,224
-1,181
| -6% | -$398K | 0.18% | 95 |
|
|
2023
Q4 | $5.58M | Sell |
18,405
-550
| -3% | -$167K | 0.19% | 94 |
|
|
2023
Q3 | $5.04M | Sell |
18,955
-92
| -0.5% | -$24.5K | 0.19% | 90 |
|
|
2023
Q2 | $5.24M | Sell |
19,047
-1,423
| -7% | -$392K | 0.19% | 92 |
|
|
2023
Q1 | $5M | Sell |
20,470
-1,627
| -7% | -$398K | 0.2% | 90 |
|
|
2022
Q4 | $4.73M | Buy |
22,097
+403
| +2% | +$86.3K | 0.19% | 93 |
|
|
2022
Q3 | $4.56M | Buy |
21,694
+335
| +2% | +$70.5K | 0.2% | 84 |
|
|
2022
Q2 | $4.67M | Sell |
21,359
-600
| -3% | -$131K | 0.2% | 85 |
|
|
2022
Q1 | $6.1M | Sell |
21,959
-1,801
| -8% | -$500K | 0.23% | 77 |
|
|
2021
Q4 | $7.26M | Sell |
23,760
-1,980
| -8% | -$605K | 0.26% | 68 |
|
|
2021
Q3 | $7.05M | Sell |
25,740
-562
| -2% | -$154K | 0.29% | 66 |
|
|
2021
Q2 | $7.14M | Sell |
26,302
-532
| -2% | -$144K | 0.29% | 68 |
|
|
2021
Q1 | $6.52M | Sell |
26,834
-1,065
| -4% | -$259K | 0.29% | 69 |
|
|
2020
Q4 | $6.73M | Sell |
27,899
-1,620
| -5% | -$391K | 0.31% | 67 |
|
|
2020
Q3 | $6.4M | Sell |
29,519
-1,040
| -3% | -$226K | 0.31% | 66 |
|
|
2020
Q2 | $5.87M | Sell |
30,559
-1,035
| -3% | -$199K | 0.32% | 64 |
|
|
2020
Q1 | $4.76M | Sell |
31,594
-1,023
| -3% | -$154K | 0.31% | 70 |
|
|
2019
Q4 | $5.74M | Sell |
32,617
-2,791
| -8% | -$491K | 0.31% | 75 |
|
|
2019
Q3 | $5.65M | Sell |
35,408
-2,355
| -6% | -$376K | 0.32% | 78 |
|
|
2019
Q2 | $5.94M | Sell |
37,763
-2,057
| -5% | -$324K | 0.34% | 77 |
|
|
2019
Q1 | $6.03M | Sell |
39,820
-4,654
| -10% | -$704K | 0.37% | 79 |
|
|
2018
Q4 | $5.82M | Sell |
44,474
-2,296
| -5% | -$301K | 0.4% | 78 |
|
|
2018
Q3 | $7.3M | Sell |
46,770
-608
| -1% | -$94.8K | 0.43% | 77 |
|
|
2018
Q2 | $6.81M | Sell |
47,378
-3,194
| -6% | -$459K | 0.46% | 78 |
|
|
2018
Q1 | $6.88M | Sell |
50,572
-1,450
| -3% | -$197K | 0.47% | 78 |
|
|
2017
Q4 | $7.01M | Sell |
52,022
-1,813
| -3% | -$244K | 0.47% | 72 |
|
|
2017
Q3 | $6.73M | Sell |
53,835
-6,455
| -11% | -$807K | 0.48% | 77 |
|
|
2017
Q2 | $7.18M | Sell |
60,290
-3,517
| -6% | -$419K | 0.52% | 72 |
|
|
2017
Q1 | $7.26M | Sell |
63,807
-3,298
| -5% | -$375K | 0.54% | 66 |
|
|
2016
Q4 | $7.04M | Sell |
67,105
-319
| -0.5% | -$33.5K | 0.56% | 63 |
|
|
2016
Q3 | $7.02M | Sell |
67,424
-1,223
| -2% | -$127K | 0.57% | 64 |
|
|
2016
Q2 | $6.89M | Buy |
+68,647
| New | +$6.89M | 0.56% | 65 |
|