Burney Company’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 | $917K | Buy |
2,159
+5
| +0.2% | +$2.12K | 0.03% | 323 |
|
|
2025
Q1 | $778K | Hold |
2,154
| – | – | 0.03% | 338 |
|
|
2024
Q4 | $865K | Hold |
2,154
| – | – | 0.03% | 333 |
|
|
2024
Q3 | $809K | Sell |
2,154
-200
| -8% | -$75.1K | 0.03% | 357 |
|
|
2024
Q2 | $858K | Hold |
2,354
| – | – | 0.03% | 335 |
|
|
2024
Q1 | $793K | Hold |
2,354
| – | – | 0.03% | 360 |
|
|
2023
Q4 | $714K | Hold |
2,354
| – | – | 0.03% | 369 |
|
|
2023
Q3 | $626K | Hold |
2,354
| – | – | 0.03% | 374 |
|
|
2023
Q2 | $648K | Hold |
2,354
| – | – | 0.03% | 367 |
|
|
2023
Q1 | $575K | Sell |
2,354
-164
| -7% | -$40.1K | 0.03% | 382 |
|
|
2022
Q4 | $539K | Sell |
2,518
-189
| -7% | -$40.5K | 0.03% | 386 |
|
|
2022
Q3 | $569K | Hold |
2,707
| – | – | 0.03% | 389 |
|
|
2022
Q2 | $592K | Hold |
2,707
| – | – | 0.03% | 384 |
|
|
2022
Q1 | $752K | Sell |
2,707
-281
| -9% | -$78.1K | 0.03% | 369 |
|
|
2021
Q4 | $913K | Buy |
2,988
+462
| +18% | +$141K | 0.04% | 338 |
|
|
2021
Q3 | $692K | Buy |
2,526
+75
| +3% | +$20.5K | 0.03% | 367 |
|
|
2021
Q2 | $665K | Hold |
2,451
| – | – | 0.03% | 387 |
|
|
2021
Q1 | $596K | Buy |
2,451
+297
| +14% | +$72.2K | 0.03% | 382 |
|
|
2020
Q4 | $520K | Sell |
2,154
-2,545
| -54% | -$614K | 0.03% | 372 |
|
|
2020
Q3 | $1.02M | Sell |
4,699
-200
| -4% | -$43.4K | 0.06% | 276 |
|
|
2020
Q2 | $940K | Sell |
4,899
-384
| -7% | -$73.7K | 0.06% | 277 |
|
|
2020
Q1 | $796K | Sell |
5,283
-233
| -4% | -$35.1K | 0.06% | 255 |
|
|
2019
Q4 | $970K | Buy |
5,516
+3,648
| +195% | +$642K | 0.05% | 274 |
|
|
2019
Q3 | $298K | Sell |
1,868
-3,290
| -64% | -$525K | 0.02% | 376 |
|
|
2019
Q2 | $812K | Sell |
5,158
-20
| -0.4% | -$3.15K | 0.05% | 284 |
|
|
2019
Q1 | $784K | Buy |
5,178
+385
| +8% | +$58.3K | 0.05% | 284 |
|
|
2018
Q4 | $627K | Buy |
4,793
+3,301
| +221% | +$432K | 0.04% | 284 |
|
|
2018
Q3 | $233K | Sell |
1,492
-5,885
| -80% | -$919K | 0.01% | 410 |
|
|
2018
Q2 | $1.06M | Buy |
7,377
+5,885
| +394% | +$846K | 0.06% | 246 |
|
|
2018
Q1 | $203K | Sell |
1,492
-9,564
| -87% | -$1.3M | 0.01% | 402 |
|
|
2017
Q4 | $1.49M | Buy |
11,056
+1,922
| +21% | +$259K | 0.08% | 215 |
|
|
2017
Q3 | $1.14M | Buy |
9,134
+592
| +7% | +$73.7K | 0.07% | 216 |
|
|
2017
Q2 | $1.02M | Buy |
+8,542
| New | +$1.02M | 0.07% | 221 |
|