Burt Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,300
| Closed | -$210K | – | 120 |
|
|
2024
Q2 | $210K | Buy |
+2,300
| New | +$196K | 0.06% | 107 |
|
|
2023
Q3 | – | Sell |
-3,240
| Closed | -$223K | – | 106 |
|
|
2023
Q2 | $223K | Sell |
3,240
-1,480
| -31% | -$94.1K | 0.07% | 98 |
|
|
2023
Q1 | $288K | Sell |
4,720
-64
| -1% | -$3.69K | 0.09% | 85 |
|
|
2022
Q4 | $256K | Sell |
4,784
-1,012
| -17% | -$55.7K | 0.09% | 93 |
|
|
2022
Q3 | $305K | Hold |
5,796
| – | – | 0.12% | 66 |
|
|
2022
Q2 | $317K | Hold |
5,796
| – | – | 0.11% | 70 |
|
|
2022
Q1 | $402K | Hold |
5,796
| – | – | 0.12% | 62 |
|
|
2021
Q4 | $443K | Sell |
5,796
-148
| -2% | -$11K | 0.14% | 51 |
|
|
2021
Q3 | $407K | Hold |
5,944
| – | – | 0.13% | 57 |
|
|
2021
Q2 | $403K | Sell |
5,944
-228
| -4% | -$14.7K | 0.15% | 53 |
|
|
2021
Q1 | $375K | Buy |
6,172
+228
| +4% | +$13.9K | 0.14% | 57 |
|
|
2020
Q4 | $358K | Hold |
5,944
| – | – | 0.12% | 61 |
|
|
2020
Q3 | $322K | Hold |
5,944
| – | – | 0.12% | 63 |
|
|
2020
Q2 | $285K | Sell |
5,944
-4
| -0.1% | -$176 | 0.12% | 61 |
|
|
2020
Q1 | $224K | Hold |
5,948
| – | – | 0.1% | 71 |
|
|
2019
Q4 | $262K | Hold |
5,948
| – | – | 0.1% | 67 |
|
|
2019
Q3 | $237K | Hold |
5,948
| – | – | 0.1% | 74 |
|
|
2019
Q2 | $234K | Hold |
5,948
| – | – | 0.1% | 73 |
|
|
2019
Q1 | $225K | Sell |
5,948
-36
| -0.6% | -$1.29K | 0.1% | 75 |
|
|
2018
Q4 | $196K | Hold |
5,984
| – | – | 0.09% | 80 |
|
|
2018
Q3 | $233K | Hold |
5,984
| – | – | 0.11% | 71 |
|
|
2018
Q2 | $215K | Hold |
5,984
| – | – | 0.1% | 70 |
|
|
2018
Q1 | $204K | Buy |
5,984
+184
| +3% | +$6.45K | 0.1% | 72 |
|
|
2017
Q4 | $195K | Hold |
5,800
| – | – | 0.12% | 73 |
|
|
2017
Q3 | $180K | Hold |
5,800
| – | – | 0.12% | 75 |
|
|
2017
Q2 | $172K | Sell |
5,800
-2,040
| -26% | -$59.9K | 0.12% | 77 |
|
|
2017
Q1 | $223K | Hold |
7,840
| – | – | 0.16% | 59 |
|
|
2016
Q4 | $205K | Sell |
7,840
-6,800
| -46% | -$176K | 0.18% | 66 |
|
|
2016
Q3 | $381K | Hold |
14,640
| – | – | 0.41% | 33 |
|
|
2016
Q2 | $367K | Hold |
14,640
| – | – | 0.41% | 32 |
|
|
2016
Q1 | $365K | Hold |
14,640
| – | – | 0.33% | 35 |
|
|
2015
Q4 | $364K | Sell |
14,640
-1,200
| -8% | -$29.9K | 0.29% | 40 |
|
|
2015
Q3 | $368K | Hold |
15,840
| – | – | 0.46% | 30 |
|
|
2015
Q2 | $392K | Hold |
15,840
| – | – | 0.43% | 36 |
|
|
2015
Q1 | $392K | Hold |
15,840
| – | – | 0.4% | 28 |
|
|
2014
Q4 | $379K | Buy |
+15,840
| New | +$371K | 0.4% | 31 |
|
Other funds holding IWF
Burt Wealth Advisors's IWF Position: Q3 2024 in Review
Burt Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 2,300 shares — an estimated $210K sold.
Burt Wealth Advisors first reported a position in IWF in Q4 2014 and held it in 36 quarters. The position peaked at $443K in Q4 2021. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.
- Burt Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
- Burt Wealth Advisors sold 2,300 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $210K.
- Burt Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 36 quarters.
- Burt Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $443K in Q4 2021.
- 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.
Based on Burt Wealth Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.