Carson 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 | $360K | Sell |
849
-56
| -6% | -$23.8K | 0.23% | 104 |
|
|
2025
Q1 | $327K | Hold |
905
| – | – | 0.22% | 107 |
|
|
2024
Q4 | $363K | Sell |
905
-121
| -12% | -$48.6K | 0.25% | 95 |
|
|
2024
Q3 | $385K | Buy |
1,026
+231
| +29% | +$86.7K | 0.24% | 103 |
|
|
2024
Q2 | $290K | Sell |
795
-7
| -0.9% | -$2.55K | 0.2% | 116 |
|
|
2024
Q1 | $270K | Sell |
802
-100
| -11% | -$33.7K | 0.19% | 126 |
|
|
2023
Q4 | $273K | Buy |
902
+1
| +0.1% | +$303 | 0.21% | 118 |
|
|
2023
Q3 | $240K | Buy |
901
+84
| +10% | +$22.3K | 0.21% | 128 |
|
|
2023
Q2 | $225K | Buy |
+817
| New | +$225K | 0.19% | 136 |
|
|
2022
Q1 | – | Sell |
-693
| Closed | -$212K | – | 139 |
|
|
2021
Q4 | $212K | Buy |
+693
| New | +$212K | 0.21% | 122 |
|