Caldwell Sutter Capital’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 | $124K | Hold |
291
| – | – | 0.06% | 259 |
|
2025
Q1 | $105K | Hold |
291
| – | – | 0.05% | 269 |
|
2024
Q4 | $117K | Hold |
291
| – | – | 0.05% | 261 |
|
2024
Q3 | $109K | Sell |
291
-19
| -6% | -$7.13K | 0.05% | 267 |
|
2024
Q2 | $113K | Hold |
310
| – | – | 0.06% | 259 |
|
2024
Q1 | $104K | Hold |
310
| – | – | 0.05% | 270 |
|
2023
Q4 | $94K | Hold |
310
| – | – | 0.05% | 276 |
|
2023
Q3 | $82.5K | Sell |
310
-40
| -11% | -$10.6K | 0.05% | 277 |
|
2023
Q2 | $96.3K | Buy |
350
+129
| +58% | +$35.5K | 0.05% | 255 |
|
2023
Q1 | $54K | Hold |
221
| – | – | 0.04% | 239 |
|
2022
Q4 | $47.3K | Buy |
+221
| New | +$47.3K | 0.04% | 179 |
|