Callan Family Office’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 | $34.2M | Buy |
80,572
+15,600
| +24% | +$6.62M | 1.08% | 13 |
|
|
2025
Q1 | $23.5M | Buy |
64,972
+9,263
| +17% | +$3.34M | 1.76% | 10 |
|
|
2024
Q4 | $22.4M | Buy |
55,709
+325
| +0.6% | +$131K | 1.42% | 10 |
|
|
2024
Q3 | $20.8M | Buy |
55,384
+3,623
| +7% | +$1.36M | 3.49% | 5 |
|
|
2024
Q2 | $18.9M | Sell |
51,761
-13,100
| -20% | -$4.78M | 3.62% | 5 |
|
|
2024
Q1 | $21.9M | Buy |
64,861
+11,427
| +21% | +$3.85M | 5.13% | 5 |
|
|
2023
Q4 | $16.2M | Sell |
53,434
-11,302
| -17% | -$3.43M | 4% | 7 |
|
|
2023
Q3 | $17.2M | Buy |
64,736
+13,740
| +27% | +$3.65M | 4.59% | 7 |
|
|
2023
Q2 | $14M | Buy |
50,996
+1,675
| +3% | +$461K | 3.7% | 7 |
|
|
2023
Q1 | $12.1M | Sell |
49,321
-1,348
| -3% | -$329K | 2.92% | 7 |
|
|
2022
Q4 | $10.9M | Buy |
+50,669
| New | +$10.9M | 3.5% | 8 |
|