Bragg 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 | $808K | Hold |
1,904
| – | – | 0.03% | 228 |
|
|
2025
Q1 | $688K | Buy |
1,904
+581
| +44% | +$210K | 0.03% | 234 |
|
|
2024
Q4 | $531K | Sell |
1,323
-107
| -7% | -$43K | 0.02% | 252 |
|
|
2024
Q3 | $537K | Sell |
1,430
-28
| -2% | -$10.5K | 0.02% | 242 |
|
|
2024
Q2 | $531K | Sell |
1,458
-105
| -7% | -$38.3K | 0.02% | 235 |
|
|
2024
Q1 | $527K | Sell |
1,563
-166
| -10% | -$56K | 0.02% | 236 |
|
|
2023
Q4 | $524K | Sell |
1,729
-1,215
| -41% | -$368K | 0.02% | 237 |
|
|
2023
Q3 | $783K | Sell |
2,944
-97
| -3% | -$25.8K | 0.04% | 213 |
|
|
2023
Q2 | $837K | Sell |
3,041
-979
| -24% | -$269K | 0.05% | 211 |
|
|
2023
Q1 | $982K | Sell |
4,020
-157
| -4% | -$38.4K | 0.06% | 198 |
|
|
2022
Q4 | $895K | Sell |
4,177
-572
| -12% | -$123K | 0.05% | 201 |
|
|
2022
Q3 | $999K | Sell |
4,749
-1,753
| -27% | -$369K | 0.07% | 182 |
|
|
2022
Q2 | $1.42M | Sell |
6,502
-425
| -6% | -$92.9K | 0.09% | 160 |
|
|
2022
Q1 | $1.92M | Buy |
6,927
+420
| +6% | +$117K | 0.11% | 158 |
|
|
2021
Q4 | $1.78M | Hold |
6,507
| – | – | 0.11% | 151 |
|
|
2021
Q3 | $1.78M | Sell |
6,507
-86
| -1% | -$23.6K | 0.11% | 151 |
|
|
2021
Q2 | $1.79M | Buy |
6,593
+207
| +3% | +$56.2K | 0.11% | 151 |
|
|
2021
Q1 | $1.55M | Buy |
6,386
+5,001
| +361% | +$1.22M | 0.1% | 159 |
|
|
2020
Q4 | $334K | Sell |
1,385
-150
| -10% | -$36.2K | 0.03% | 233 |
|
|
2020
Q3 | $333K | Sell |
1,535
-230
| -13% | -$49.9K | 0.03% | 219 |
|
|
2020
Q2 | $339K | Sell |
1,765
-1,354
| -43% | -$260K | 0.04% | 215 |
|
|
2020
Q1 | $470K | Buy |
3,119
+1,354
| +77% | +$204K | 0.06% | 182 |
|
|
2019
Q4 | $310K | Hold |
1,765
| – | – | 0.03% | 234 |
|
|
2019
Q3 | $282K | Buy |
+1,765
| New | +$282K | 0.03% | 240 |
|
|
2018
Q4 | – | Sell |
-3,242
| Closed | -$506K | – | 254 |
|
|
2018
Q3 | $506K | Hold |
3,242
| – | – | 0.07% | 192 |
|
|
2018
Q2 | $466K | Sell |
3,242
-96
| -3% | -$13.8K | 0.07% | 193 |
|
|
2018
Q1 | $454K | Hold |
3,338
| – | – | 0.07% | 201 |
|
|
2017
Q4 | $450K | Buy |
+3,338
| New | +$450K | 0.06% | 202 |
|
|
2017
Q1 | – | Sell |
-1,925
| Closed | -$202K | – | 255 |
|
|
2016
Q4 | $202K | Sell |
1,925
-425
| -18% | -$44.6K | 0.03% | 250 |
|
|
2016
Q3 | $245K | Hold |
2,350
| – | – | 0.04% | 238 |
|
|
2016
Q2 | $236K | Sell |
2,350
-784
| -25% | -$78.7K | 0.04% | 240 |
|
|
2016
Q1 | $313K | Buy |
3,134
+299
| +11% | +$29.9K | 0.06% | 219 |
|
|
2015
Q4 | $282K | Sell |
2,835
-64
| -2% | -$6.37K | 0.06% | 215 |
|
|
2015
Q3 | $270K | Buy |
+2,899
| New | +$270K | 0.06% | 205 |
|