Braun Stacey Associates’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 | $382K | Sell |
899
-308
| -26% | -$131K | 0.01% | 104 |
|
|
2025
Q1 | $436K | Sell |
1,207
-22
| -2% | -$7.95K | 0.02% | 108 |
|
|
2024
Q4 | $494K | Sell |
1,229
-42
| -3% | -$16.9K | 0.02% | 107 |
|
|
2024
Q3 | $477K | Sell |
1,271
-238
| -16% | -$89.4K | 0.02% | 106 |
|
|
2024
Q2 | $550K | Sell |
1,509
-204
| -12% | -$74.4K | 0.02% | 108 |
|
|
2024
Q1 | $577K | Sell |
1,713
-128
| -7% | -$43.1K | 0.02% | 104 |
|
|
2023
Q4 | $558K | Buy |
1,841
+107
| +6% | +$32.4K | 0.03% | 104 |
|
|
2023
Q3 | $461K | Buy |
1,734
+40
| +2% | +$10.6K | 0.02% | 108 |
|
|
2023
Q2 | $466K | Sell |
1,694
-822
| -33% | -$226K | 0.02% | 115 |
|
|
2023
Q1 | $615K | Buy |
+2,516
| New | +$615K | 0.02% | 122 |
|
|
2022
Q3 | – | Sell |
-922
| Closed | -$202K | – | 130 |
|
|
2022
Q2 | $202K | Sell |
922
-1,441
| -61% | -$316K | 0.01% | 130 |
|
|
2022
Q1 | $656K | Sell |
2,363
-131
| -5% | -$36.4K | 0.03% | 121 |
|
|
2021
Q4 | $762K | Sell |
2,494
-41
| -2% | -$12.5K | 0.03% | 120 |
|
|
2021
Q3 | $695K | Sell |
2,535
-57
| -2% | -$15.6K | 0.03% | 121 |
|
|
2021
Q2 | $704K | Sell |
2,592
-19
| -0.7% | -$5.16K | 0.03% | 119 |
|
|
2021
Q1 | $635K | Hold |
2,611
| – | – | 0.03% | 119 |
|
|
2020
Q4 | $630K | Buy |
2,611
+20
| +0.8% | +$4.83K | 0.03% | 116 |
|
|
2020
Q3 | $562K | Sell |
2,591
-30
| -1% | -$6.51K | 0.03% | 114 |
|
|
2020
Q2 | $503K | Buy |
2,621
+25
| +1% | +$4.8K | 0.03% | 111 |
|
|
2020
Q1 | $391K | Sell |
2,596
-624
| -19% | -$94K | 0.03% | 115 |
|
|
2019
Q4 | $566K | Sell |
3,220
-46
| -1% | -$8.09K | 0.03% | 113 |
|
|
2019
Q3 | $521K | Sell |
3,266
-237
| -7% | -$37.8K | 0.03% | 107 |
|
|
2019
Q2 | $551K | Buy |
3,503
+14
| +0.4% | +$2.2K | 0.04% | 109 |
|
|
2019
Q1 | $528K | Buy |
3,489
+665
| +24% | +$101K | 0.04% | 110 |
|
|
2018
Q4 | $370K | Sell |
2,824
-1,693
| -37% | -$222K | 0.03% | 113 |
|
|
2018
Q3 | $705K | Sell |
4,517
-52
| -1% | -$8.12K | 0.05% | 114 |
|
|
2018
Q2 | $657K | Sell |
4,569
-424
| -8% | -$61K | 0.04% | 113 |
|
|
2018
Q1 | $679K | Sell |
4,993
-309
| -6% | -$42K | 0.05% | 118 |
|
|
2017
Q4 | $714K | Sell |
5,302
-65
| -1% | -$8.75K | 0.05% | 120 |
|
|
2017
Q3 | $671K | Sell |
5,367
-235
| -4% | -$29.4K | 0.05% | 119 |
|
|
2017
Q2 | $667K | Buy |
5,602
+450
| +9% | +$53.6K | 0.04% | 120 |
|
|
2017
Q1 | $586K | Buy |
5,152
+342
| +7% | +$38.9K | 0.04% | 125 |
|
|
2016
Q4 | $505K | Sell |
4,810
-475
| -9% | -$49.9K | 0.03% | 140 |
|
|
2016
Q3 | $551K | Sell |
5,285
-1,255
| -19% | -$131K | 0.04% | 127 |
|
|
2016
Q2 | $656K | Sell |
6,540
-153
| -2% | -$15.3K | 0.04% | 119 |
|
|
2016
Q1 | $668K | Sell |
6,693
-2,066
| -24% | -$206K | 0.04% | 118 |
|
|
2015
Q4 | $871K | Buy |
8,759
+490
| +6% | +$48.7K | 0.05% | 109 |
|
|
2015
Q3 | $769K | Sell |
8,269
-2,256
| -21% | -$210K | 0.05% | 113 |
|
|
2015
Q2 | $1.04M | Buy |
10,525
+1,381
| +15% | +$137K | 0.04% | 193 |
|
|
2015
Q1 | $905K | Buy |
9,144
+70
| +0.8% | +$6.93K | 0.05% | 110 |
|
|
2014
Q4 | $868K | Sell |
9,074
-495
| -5% | -$47.4K | 0.05% | 114 |
|
|
2014
Q3 | $877K | Buy |
9,569
+100
| +1% | +$9.17K | 0.05% | 114 |
|
|
2014
Q2 | $861K | Sell |
9,469
-1,055
| -10% | -$95.9K | 0.05% | 113 |
|
|
2014
Q1 | $911K | Sell |
10,524
-190
| -2% | -$16.4K | 0.05% | 115 |
|
|
2013
Q4 | $921K | Sell |
10,714
-35
| -0.3% | -$3.01K | 0.05% | 116 |
|
|
2013
Q3 | $841K | Sell |
10,749
-164
| -2% | -$12.8K | 0.05% | 118 |
|
|
2013
Q2 | $794K | Buy |
+10,913
| New | +$794K | 0.05% | 120 |
|