Carret Asset Management’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
Q3 | $1.69M | Hold |
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|
2025
Q2 | $1.53M | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $913K | Sell |
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|
2023
Q4 | $826K | Hold |
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|
2023
Q3 | $725K | Hold |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $681K | Sell |
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|
2022
Q4 | $607K | Hold |
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|
2022
Q3 | $596K | Hold |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $905K | Hold |
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|
2021
Q3 | $811K | Sell |
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|
2021
Q2 | $813K | Sell |
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|
2021
Q1 | $759K | Sell |
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|
2020
Q4 | $930K | Sell |
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|
2020
Q3 | $847K | Buy |
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|
2020
Q2 | $745K | Hold |
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|
2020
Q1 | $585K | Hold |
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|
2019
Q4 | $683K | Hold |
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|
2019
Q3 | $619K | Sell |
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|
2019
Q2 | $621K | Hold |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $543K | Sell |
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|
2018
Q3 | $656K | Hold |
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|
2018
Q2 | $605K | Sell |
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|
2018
Q1 | $586K | Hold |
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|
2017
Q4 | $580K | Sell |
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|
2017
Q3 | $551K | Hold |
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|
2017
Q2 | $524K | Buy |
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|
2017
Q1 | $433K | Hold |
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|
2016
Q4 | $399K | Sell |
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|
2016
Q3 | $402K | Sell |
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|
2016
Q2 | $407K | Hold |
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|
2016
Q1 | $405K | Sell |
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|
2015
Q4 | $434K | Sell |
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|
2015
Q3 | $452K | Sell |
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|
2015
Q2 | $511K | Sell |
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|
2015
Q1 | $540K | Sell |
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|
2014
Q4 | $551K | Hold |
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|
2014
Q3 | $528K | Sell |
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|
2014
Q2 | $537K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $200K | Buy |
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