Carolinas Wealth Consulting’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-219,684
| Closed | -$19.8M | – | 480 |
|
|
2025
Q1 | $19.8M | Sell |
219,684
-15,908
| -7% | -$1.57M | 4.27% | 6 |
|
|
2024
Q4 | $23.7M | Sell |
235,592
-21,240
| -8% | -$2.09M | 4.65% | 4 |
|
|
2024
Q3 | $24.1M | Sell |
256,832
-2,828
| -1% | -$256K | 4.37% | 5 |
|
|
2024
Q2 | $23.7M | Sell |
259,660
-22,640
| -8% | -$1.93M | 4.57% | 4 |
|
|
2024
Q1 | $23.8M | Sell |
282,300
-3,400
| -1% | -$274K | 4.69% | 4 |
|
|
2023
Q4 | $21.7M | Sell |
285,700
-7,936
| -3% | -$561K | 4.71% | 4 |
|
|
2023
Q3 | $19.2M | Sell |
293,636
-59,744
| -17% | -$4.13M | 4.8% | 4 |
|
|
2023
Q2 | $24.3M | Buy |
353,380
+16,880
| +5% | +$1.07M | 4.82% | 4 |
|
|
2023
Q1 | $20.6M | Buy |
336,500
+5,232
| +2% | +$301K | 4.37% | 5 |
|
|
2022
Q4 | $17.7M | Buy |
331,268
+38,416
| +13% | +$2.11M | 4.01% | 5 |
|
|
2022
Q3 | $15.4M | Buy |
292,852
+2,996
| +1% | +$176K | 3.9% | 6 |
|
|
2022
Q2 | $15.8M | Sell |
289,856
-23,780
| -8% | -$1.43M | 3.94% | 6 |
|
|
2022
Q1 | $21.8M | Sell |
313,636
-6,272
| -2% | -$428K | 4.81% | 4 |
|
|
2021
Q4 | $24.4M | Sell |
319,908
-10,188
| -3% | -$755K | 5.32% | 4 |
|
|
2021
Q3 | $22.6M | Sell |
330,096
-2,464
| -0.7% | -$174K | 5.27% | 3 |
|
|
2021
Q2 | $22.6M | Sell |
332,560
-11,772
| -3% | -$759K | 4.96% | 3 |
|
|
2021
Q1 | $20.9M | Sell |
344,332
-4,704
| -1% | -$286K | 5.09% | 3 |
|
|
2020
Q4 | $21M | Sell |
349,036
-29,296
| -8% | -$1.67M | 5.66% | 3 |
|
|
2020
Q3 | $20.5M | Sell |
378,332
-62,768
| -14% | -$3.31M | 6.9% | 1 |
|
|
2020
Q2 | $21.2M | Sell |
441,100
-628
| -0.1% | -$27.7K | 8.34% | 1 |
|
|
2020
Q1 | $16.6M | Buy |
441,728
+192,288
| +77% | +$8.29M | 9% | 1 |
|
|
2019
Q4 | $10.9M | Buy |
+249,440
| New | +$10.4M | 11.41% | 1 |
|
Other funds holding IWF
