Cape Investment Advisory’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 | $29.3K | Sell |
69
-26
| -27% | -$11K | 0.01% | 451 |
|
|
2025
Q1 | $34.3K | Sell |
95
-39
| -29% | -$14.1K | 0.01% | 394 |
|
|
2024
Q4 | $53.8K | Buy |
134
+53
| +65% | +$21.3K | 0.02% | 324 |
|
|
2024
Q3 | $30.4K | Buy |
81
+65
| +406% | +$24.4K | 0.01% | 393 |
|
|
2024
Q2 | $5.83K | Hold |
16
| – | – | ﹤0.01% | 631 |
|
|
2024
Q1 | $5.39K | Sell |
16
-18
| -53% | -$6.07K | ﹤0.01% | 638 |
|
|
2023
Q4 | $10.3K | Sell |
34
-127
| -79% | -$38.5K | 0.01% | 649 |
|
|
2023
Q3 | $42.8K | Hold |
161
| – | – | 0.02% | 317 |
|
|
2023
Q2 | $44.3K | Hold |
161
| – | – | 0.02% | 303 |
|
|
2023
Q1 | $39.3K | Buy |
+161
| New | +$39.3K | 0.02% | 309 |
|