Capital Advisors Wealth Management’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 | $34.9M | Buy |
82,157
+2,258
| +3% | +$959K | 5.48% | 4 |
|
|
2025
Q1 | $28.9M | Sell |
79,899
-9,556
| -11% | -$3.45M | 5.1% | 4 |
|
|
2024
Q4 | $35.9M | Buy |
89,455
+1,532
| +2% | +$615K | 6.4% | 1 |
|
|
2024
Q3 | $33M | Sell |
87,923
-1,878
| -2% | -$705K | 6.08% | 2 |
|
|
2024
Q2 | $32.7M | Buy |
89,801
+23,248
| +35% | +$8.47M | 6.47% | 2 |
|
|
2024
Q1 | $22.4M | Buy |
66,553
+8,747
| +15% | +$2.95M | 4.65% | 6 |
|
|
2023
Q4 | $17.5M | Buy |
57,806
+19,787
| +52% | +$6M | 3.99% | 8 |
|
|
2023
Q3 | $10.1M | Buy |
38,019
+34,908
| +1,122% | +$9.29M | 2.64% | 10 |
|
|
2023
Q2 | $856K | Buy |
+3,111
| New | +$856K | 0.22% | 61 |
|