Capital Insight Partners’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 | $435K | Hold |
1,025
| – | – | 0.08% | 137 |
|
|
2025
Q1 | $370K | Hold |
1,025
| – | – | 0.06% | 140 |
|
|
2024
Q4 | $412K | Hold |
1,025
| – | – | 0.07% | 136 |
|
|
2024
Q3 | $385K | Sell |
1,025
-10
| -1% | -$3.75K | 0.07% | 136 |
|
|
2024
Q2 | $377K | Sell |
1,035
-2,057
| -67% | -$750K | 0.07% | 137 |
|
|
2024
Q1 | $1.04M | Hold |
3,092
| – | – | 0.19% | 92 |
|
|
2023
Q4 | $937K | Hold |
3,092
| – | – | 0.19% | 91 |
|
|
2023
Q3 | $822K | Sell |
3,092
-458
| -13% | -$122K | 0.19% | 90 |
|
|
2023
Q2 | $977K | Buy |
3,550
+488
| +16% | +$134K | 0.22% | 90 |
|
|
2023
Q1 | $748K | Hold |
3,062
| – | – | 0.18% | 101 |
|
|
2022
Q4 | $656K | Sell |
3,062
-50
| -2% | -$10.7K | 0.17% | 102 |
|
|
2022
Q3 | $655K | Sell |
3,112
-65
| -2% | -$13.7K | 0.18% | 101 |
|
|
2022
Q2 | $695K | Sell |
3,177
-700
| -18% | -$153K | 0.16% | 108 |
|
|
2022
Q1 | $1.08M | Sell |
3,877
-160
| -4% | -$44.4K | 0.22% | 103 |
|
|
2021
Q4 | $1.23M | Sell |
4,037
-18
| -0.4% | -$5.5K | 0.25% | 106 |
|
|
2021
Q3 | $1.11M | Hold |
4,055
| – | – | 0.24% | 109 |
|
|
2021
Q2 | $1.1M | Sell |
4,055
-15
| -0.4% | -$4.07K | 0.25% | 110 |
|
|
2021
Q1 | $989K | Sell |
4,070
-30
| -0.7% | -$7.29K | 0.24% | 114 |
|
|
2020
Q4 | $989K | Buy |
4,100
+1,203
| +42% | +$290K | 0.25% | 111 |
|
|
2020
Q3 | $628K | Sell |
2,897
-525
| -15% | -$114K | 0.18% | 121 |
|
|
2020
Q2 | $657K | Hold |
3,422
| – | – | 0.21% | 116 |
|
|
2020
Q1 | $516K | Sell |
3,422
-916
| -21% | -$138K | 0.27% | 75 |
|
|
2019
Q4 | $763K | Buy |
+4,338
| New | +$763K | 0.35% | 75 |
|