Bristlecone 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 | $749K | Hold |
1,764
| – | – | 0.06% | 140 |
|
|
2025
Q1 | $637K | Sell |
1,764
-265
| -13% | -$95.7K | 0.05% | 179 |
|
|
2024
Q4 | $815K | Sell |
2,029
-180
| -8% | -$72.3K | 0.06% | 160 |
|
|
2024
Q3 | $829K | Buy |
2,209
+575
| +35% | +$216K | 0.07% | 147 |
|
|
2024
Q2 | $596K | Hold |
1,634
| – | – | 0.05% | 166 |
|
|
2024
Q1 | $551K | Hold |
1,634
| – | – | 0.05% | 177 |
|
|
2023
Q4 | $495K | Sell |
1,634
-365
| -18% | -$111K | 0.05% | 185 |
|
|
2023
Q3 | $532K | Buy |
1,999
+11
| +0.6% | +$2.93K | 0.06% | 164 |
|
|
2023
Q2 | $547K | Hold |
1,988
| – | – | 0.06% | 166 |
|
|
2023
Q1 | $486K | Sell |
1,988
-288
| -13% | -$70.4K | 0.05% | 174 |
|
|
2022
Q4 | $488K | Buy |
2,276
+335
| +17% | +$71.8K | 0.06% | 172 |
|
|
2022
Q3 | $408K | Sell |
1,941
-170
| -8% | -$35.7K | 0.05% | 175 |
|
|
2022
Q2 | $462K | Sell |
2,111
-70
| -3% | -$15.3K | 0.06% | 171 |
|
|
2022
Q1 | $606K | Sell |
2,181
-570
| -21% | -$158K | 0.07% | 147 |
|
|
2021
Q4 | $841K | Buy |
2,751
+1,363
| +98% | +$417K | 0.1% | 133 |
|
|
2021
Q3 | $380K | Hold |
1,388
| – | – | 0.05% | 167 |
|
|
2021
Q2 | $377K | Buy |
1,388
+110
| +9% | +$29.9K | 0.05% | 170 |
|
|
2021
Q1 | $311K | Sell |
1,278
-62
| -5% | -$15.1K | 0.05% | 177 |
|
|
2020
Q4 | $323K | Sell |
1,340
-25
| -2% | -$6.03K | 0.05% | 168 |
|
|
2020
Q3 | $296K | Hold |
1,365
| – | – | 0.05% | 155 |
|
|
2020
Q2 | $262K | Hold |
1,365
| – | – | 0.05% | 149 |
|
|
2020
Q1 | $206K | Hold |
1,365
| – | – | 0.05% | 144 |
|
|
2019
Q4 | $240K | Buy |
+1,365
| New | +$240K | 0.05% | 183 |
|
|
2019
Q3 | – | Sell |
-1,469
| Closed | -$231K | – | 158 |
|
|
2019
Q2 | $231K | Buy |
+1,469
| New | +$231K | 0.05% | 167 |
|
|
2018
Q4 | – | Sell |
-1,626
| Closed | -$254K | – | 140 |
|
|
2018
Q3 | $254K | Hold |
1,626
| – | – | 0.06% | 133 |
|
|
2018
Q2 | $234K | Sell |
1,626
-194
| -11% | -$27.9K | 0.08% | 121 |
|
|
2018
Q1 | $248K | Buy |
1,820
+25
| +1% | +$3.41K | 0.08% | 123 |
|
|
2017
Q4 | $242K | Buy |
+1,795
| New | +$242K | 0.08% | 131 |
|
|
2017
Q2 | – | Sell |
-1,795
| Closed | -$204K | – | 151 |
|
|
2017
Q1 | $204K | Buy |
+1,795
| New | +$204K | 0.07% | 146 |
|
|
2016
Q1 | – | Sell |
-2,811
| Closed | -$280K | – | 175 |
|
|
2015
Q4 | $280K | Buy |
+2,811
| New | +$280K | 0.12% | 145 |
|