Broadview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
4,319
-148
| -3% | -$62.8K | 1.25% | 19 |
|
|
2025
Q1 | $1.61M | Sell |
4,467
-23
| -0.5% | -$8.31K | 1.2% | 20 |
|
|
2024
Q4 | $1.8M | Sell |
4,490
-66
| -1% | -$26.5K | 1.29% | 21 |
|
|
2024
Q3 | $1.71M | Sell |
4,556
-64
| -1% | -$24K | 1.16% | 22 |
|
|
2024
Q2 | $1.68M | Sell |
4,620
-245
| -5% | -$89.3K | 1.23% | 21 |
|
|
2024
Q1 | $1.64M | Sell |
4,865
-230
| -5% | -$77.5K | 1.19% | 21 |
|
|
2023
Q4 | $1.54M | Sell |
5,095
-150
| -3% | -$45.5K | 1.19% | 21 |
|
|
2023
Q3 | $1.4M | Sell |
5,245
-15
| -0.3% | -$3.99K | 1.29% | 19 |
|
|
2023
Q2 | $1.45M | Sell |
5,260
-230
| -4% | -$63.3K | 1.24% | 19 |
|
|
2023
Q1 | $1.34M | Sell |
5,490
-416
| -7% | -$102K | 1.17% | 20 |
|
|
2022
Q4 | $1.27M | Sell |
5,906
-338
| -5% | -$72.4K | 1.14% | 21 |
|
|
2022
Q3 | $1.31M | Sell |
6,244
-32
| -0.5% | -$6.73K | 1.32% | 18 |
|
|
2022
Q2 | $1.37M | Buy |
6,276
+12
| +0.2% | +$2.63K | 1.28% | 18 |
|
|
2022
Q1 | $1.74M | Buy |
6,264
+20
| +0.3% | +$5.55K | 1.29% | 19 |
|
|
2021
Q4 | $1.91M | Buy |
6,244
+10
| +0.2% | +$3.06K | 1.36% | 18 |
|
|
2021
Q3 | $1.71M | Sell |
6,234
-7
| -0.1% | -$1.92K | 1.32% | 18 |
|
|
2021
Q2 | $1.69M | Buy |
6,241
+35
| +0.6% | +$9.5K | 1.28% | 18 |
|
|
2021
Q1 | $1.51M | Hold |
6,206
| – | – | 1.17% | 20 |
|
|
2020
Q4 | $1.5M | Buy |
6,206
+74
| +1% | +$17.9K | 1.15% | 19 |
|
|
2020
Q3 | $1.33M | Sell |
6,132
-1,887
| -24% | -$409K | 1.12% | 22 |
|
|
2020
Q2 | $1.54M | Sell |
8,019
-246
| -3% | -$47.2K | 1.23% | 20 |
|
|
2020
Q1 | $1.25M | Sell |
8,265
-134
| -2% | -$20.2K | 1.11% | 20 |
|
|
2019
Q4 | $1.48M | Sell |
8,399
-116
| -1% | -$20.4K | 1.03% | 21 |
|
|
2019
Q3 | $1.36M | Sell |
8,515
-502
| -6% | -$80.1K | 1.01% | 22 |
|
|
2019
Q2 | $1.42M | Sell |
9,017
-495
| -5% | -$77.9K | 1.07% | 21 |
|
|
2019
Q1 | $1.44M | Buy |
9,512
+592
| +7% | +$89.6K | 1.12% | 21 |
|
|
2018
Q4 | $1.17M | Buy |
8,920
+5,333
| +149% | +$698K | 1.04% | 23 |
|
|
2018
Q3 | $559K | Buy |
3,587
+557
| +18% | +$86.8K | 0.5% | 26 |
|
|
2018
Q2 | $436K | Sell |
3,030
-21
| -0.7% | -$3.02K | 0.43% | 29 |
|
|
2018
Q1 | $415K | Sell |
3,051
-270
| -8% | -$36.7K | 0.41% | 29 |
|
|
2017
Q4 | $447K | Buy |
+3,321
| New | +$447K | 0.43% | 27 |
|