Brown Financial Advisory’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 | $2.07M | Buy |
4,869
+98
| +2% | +$41.6K | 1.14% | 10 |
|
|
2025
Q1 | $1.72M | Buy |
4,771
+1,080
| +29% | +$390K | 1.08% | 10 |
|
|
2024
Q4 | $1.48M | Sell |
3,691
-46
| -1% | -$18.5K | 1.05% | 11 |
|
|
2024
Q3 | $1.4M | Hold |
3,737
| – | – | 0.99% | 12 |
|
|
2024
Q2 | $1.36M | Sell |
3,737
-168
| -4% | -$61.2K | 1.05% | 12 |
|
|
2024
Q1 | $1.32M | Hold |
3,905
| – | – | 1.02% | 13 |
|
|
2023
Q4 | $1.18M | Sell |
3,905
-169
| -4% | -$51.2K | 0.96% | 13 |
|
|
2023
Q3 | $1.08M | Sell |
4,074
-38
| -0.9% | -$10.1K | 0.96% | 13 |
|
|
2023
Q2 | $1.13M | Sell |
4,112
-20
| -0.5% | -$5.5K | 0.92% | 15 |
|
|
2023
Q1 | $1.01M | Sell |
4,132
-42
| -1% | -$10.3K | 0.97% | 15 |
|
|
2022
Q4 | $894K | Sell |
4,174
-176
| -4% | -$37.7K | 0.92% | 17 |
|
|
2022
Q3 | $915K | Sell |
4,350
-71
| -2% | -$14.9K | 0.88% | 18 |
|
|
2022
Q2 | $967K | Hold |
4,421
| – | – | 1.04% | 13 |
|
|
2022
Q1 | $1.23M | Sell |
4,421
-1,060
| -19% | -$294K | 1% | 15 |
|
|
2021
Q4 | $1.68M | Sell |
5,481
-531
| -9% | -$162K | 1.47% | 10 |
|
|
2021
Q3 | $1.65M | Sell |
6,012
-316
| -5% | -$86.6K | 1.36% | 10 |
|
|
2021
Q2 | $1.72M | Sell |
6,328
-155
| -2% | -$42.1K | 1.43% | 10 |
|
|
2021
Q1 | $1.58M | Sell |
6,483
-851
| -12% | -$207K | 1.39% | 11 |
|
|
2020
Q4 | $1.77M | Buy |
+7,334
| New | +$1.77M | 1.57% | 12 |
|