Broadleaf Partners’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 | $210K | Buy |
+495
| New | +$210K | 0.05% | 81 |
|
|
2025
Q1 | – | Sell |
-539
| Closed | -$216K | – | 81 |
|
|
2024
Q4 | $216K | Sell |
539
-418
| -44% | -$168K | 0.05% | 75 |
|
|
2024
Q3 | $359K | Hold |
957
| – | – | 0.09% | 63 |
|
|
2024
Q2 | $349K | Buy |
957
+8
| +0.8% | +$2.92K | 0.08% | 58 |
|
|
2024
Q1 | $320K | Sell |
949
-325
| -26% | -$110K | 0.08% | 65 |
|
|
2023
Q4 | $386K | Buy |
1,274
+278
| +28% | +$84.3K | 0.11% | 61 |
|
|
2023
Q3 | $265K | Buy |
996
+2
| +0.2% | +$532 | 0.09% | 63 |
|
|
2023
Q2 | $274K | Buy |
994
+39
| +4% | +$10.7K | 0.09% | 65 |
|
|
2023
Q1 | $233K | Buy |
955
+3
| +0.3% | +$733 | 0.08% | 69 |
|
|
2022
Q4 | $204K | Sell |
952
-105
| -10% | -$22.5K | 0.08% | 71 |
|
|
2022
Q3 | $222K | Hold |
1,057
| – | – | 0.09% | 65 |
|
|
2022
Q2 | $231K | Buy |
1,057
+72
| +7% | +$15.7K | 0.1% | 61 |
|
|
2022
Q1 | $273K | Buy |
985
+36
| +4% | +$9.98K | 0.09% | 62 |
|
|
2021
Q4 | $290K | Sell |
949
-7
| -0.7% | -$2.14K | 0.09% | 63 |
|
|
2021
Q3 | $262K | Sell |
956
-515
| -35% | -$141K | 0.09% | 65 |
|
|
2021
Q2 | $399K | Hold |
1,471
| – | – | 0.14% | 58 |
|
|
2021
Q1 | $358K | Sell |
1,471
-13
| -0.9% | -$3.16K | 0.13% | 59 |
|
|
2020
Q4 | $358K | Buy |
1,484
+445
| +43% | +$107K | 0.14% | 53 |
|
|
2020
Q3 | $225K | Sell |
1,039
-12
| -1% | -$2.6K | 0.1% | 59 |
|
|
2020
Q2 | $202K | Buy |
+1,051
| New | +$202K | 0.1% | 62 |
|
|
2020
Q1 | – | Sell |
-1,151
| Closed | -$202K | – | 61 |
|
|
2019
Q4 | $202K | Buy |
+1,151
| New | +$202K | 0.11% | 65 |
|