Center for Financial Planning’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 | $343K | Sell |
807
-225
| -22% | -$95.5K | 0.04% | 133 |
|
|
2025
Q1 | $373K | Sell |
1,032
-66
| -6% | -$23.8K | 0.05% | 116 |
|
|
2024
Q4 | $441K | Hold |
1,098
| – | – | 0.06% | 97 |
|
|
2024
Q3 | $412K | Hold |
1,098
| – | – | 0.06% | 105 |
|
|
2024
Q2 | $400K | Sell |
1,098
-43
| -4% | -$15.7K | 0.06% | 100 |
|
|
2024
Q1 | $385K | Buy |
1,141
+292
| +34% | +$98.4K | 0.06% | 106 |
|
|
2023
Q4 | $257K | Hold |
849
| – | – | 0.05% | 124 |
|
|
2023
Q3 | $226K | Hold |
849
| – | – | 0.05% | 125 |
|
|
2023
Q2 | $234K | Hold |
849
| – | – | 0.05% | 126 |
|
|
2023
Q1 | $207K | Sell |
849
-21
| -2% | -$5.13K | 0.05% | 128 |
|
|
2022
Q4 | $186K | Hold |
870
| – | – | 0.05% | 134 |
|
|
2022
Q3 | $183K | Buy |
870
+239
| +38% | +$50.3K | 0.05% | 128 |
|
|
2022
Q2 | $138K | Sell |
631
-100
| -14% | -$21.9K | 0.04% | 142 |
|
|
2022
Q1 | $203K | Hold |
731
| – | – | 0.04% | 129 |
|
|
2021
Q4 | $223K | Hold |
731
| – | – | 0.05% | 126 |
|
|
2021
Q3 | $200K | Hold |
731
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $198K | Sell |
731
-8
| -1% | -$2.17K | 0.05% | 127 |
|
|
2021
Q1 | $180K | Buy |
739
+8
| +1% | +$1.95K | 0.05% | 130 |
|
|
2020
Q4 | $176K | Buy |
731
+100
| +16% | +$24.1K | 0.05% | 124 |
|
|
2020
Q3 | $137K | Hold |
631
| – | – | 0.04% | 134 |
|
|
2020
Q2 | $121K | Sell |
631
-410
| -39% | -$78.6K | 0.04% | 137 |
|
|
2020
Q1 | $157K | Buy |
1,041
+866
| +495% | +$131K | 0.05% | 116 |
|
|
2019
Q4 | $31K | Buy |
+175
| New | +$31K | 0.01% | 223 |
|