Brown, Lisle/Cummings’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 | $2.33M | Buy |
5,497
+1,022
| +23% | +$434K | 0.62% | 43 |
|
|
2025
Q1 | $1.62M | Hold |
4,475
| – | – | 0.47% | 52 |
|
|
2024
Q4 | $1.8M | Hold |
4,475
| – | – | 0.54% | 48 |
|
|
2024
Q3 | $1.68M | Sell |
4,475
-915
| -17% | -$343K | 0.51% | 50 |
|
|
2024
Q2 | $1.96M | Hold |
5,390
| – | – | 0.64% | 41 |
|
|
2024
Q1 | $1.82M | Hold |
5,390
| – | – | 0.62% | 41 |
|
|
2023
Q4 | $1.63M | Hold |
5,390
| – | – | 0.61% | 43 |
|
|
2023
Q3 | $1.43M | Sell |
5,390
-138
| -2% | -$36.7K | 0.65% | 42 |
|
|
2023
Q2 | $1.52M | Hold |
5,528
| – | – | 0.68% | 40 |
|
|
2023
Q1 | $1.35M | Hold |
5,528
| – | – | 0.69% | 38 |
|
|
2022
Q4 | $1.18M | Sell |
5,528
-716
| -11% | -$153K | 0.64% | 43 |
|
|
2022
Q3 | $1.31M | Hold |
6,244
| – | – | 0.77% | 37 |
|
|
2022
Q2 | $1.37M | Sell |
6,244
-529
| -8% | -$116K | 0.76% | 37 |
|
|
2022
Q1 | $1.88M | Hold |
6,773
| – | – | 0.9% | 28 |
|
|
2021
Q4 | $2.07M | Buy |
+6,773
| New | +$2.07M | 1.03% | 22 |
|