Castleview 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 | $1.01M | Sell |
2,379
-2
| -0.1% | -$849 | 0.65% | 34 |
|
|
2025
Q1 | $860K | Sell |
2,381
-13
| -0.5% | -$4.69K | 0.58% | 46 |
|
|
2024
Q4 | $959K | Sell |
2,394
-136
| -5% | -$54.5K | 0.52% | 45 |
|
|
2024
Q3 | $950K | Sell |
2,530
-7
| -0.3% | -$2.63K | 0.55% | 38 |
|
|
2024
Q2 | $925K | Hold |
2,537
| – | – | 0.53% | 40 |
|
|
2024
Q1 | $855K | Sell |
2,537
-21
| -0.8% | -$7.08K | 0.48% | 49 |
|
|
2023
Q4 | $776K | Sell |
2,558
-4
| -0.2% | -$1.21K | 0.54% | 34 |
|
|
2023
Q3 | $681K | Sell |
2,562
-13
| -0.5% | -$3.46K | 0.63% | 23 |
|
|
2023
Q2 | $709K | Sell |
2,575
-5,213
| -67% | -$1.43M | 0.64% | 25 |
|
|
2023
Q1 | $1.9M | Buy |
7,788
+4
| +0.1% | +$977 | 1.69% | 9 |
|
|
2022
Q4 | $1.67M | Buy |
+7,784
| New | +$1.67M | 1.62% | 9 |
|