Centerpoint Advisors’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 | $159K | Hold |
375
| – | – | 0.05% | 95 |
|
|
2025
Q1 | $135K | Hold |
375
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $151K | Sell |
375
-479
| -56% | -$193K | 0.05% | 101 |
|
|
2024
Q3 | $321K | Hold |
854
| – | – | 0.11% | 70 |
|
|
2024
Q2 | $311K | Buy |
+854
| New | +$311K | 0.11% | 67 |
|
|
2023
Q2 | – | Sell |
-125
| Closed | -$31K | – | 593 |
|
|
2023
Q1 | $31K | Sell |
125
-2
| -2% | -$496 | 0.01% | 203 |
|
|
2022
Q4 | $27K | Buy |
127
+2
| +2% | +$425 | 0.01% | 183 |
|
|
2022
Q3 | $26K | Buy |
+125
| New | +$26K | 0.01% | 168 |
|
|
2020
Q3 | – | Sell |
-101
| Closed | -$19K | – | 255 |
|
|
2020
Q2 | $19K | Hold |
101
| – | – | 0.02% | 127 |
|
|
2020
Q1 | $15K | Buy |
+101
| New | +$15K | 0.01% | 127 |
|
|
2019
Q4 | – | Sell |
-150
| Closed | -$24K | – | 273 |
|
|
2019
Q3 | $24K | Hold |
150
| – | – | 0.02% | 126 |
|
|
2019
Q2 | $24K | Hold |
150
| – | – | 0.02% | 126 |
|
|
2019
Q1 | $23K | Hold |
150
| – | – | 0.02% | 124 |
|
|
2018
Q4 | $20K | Hold |
150
| – | – | 0.02% | 129 |
|
|
2018
Q3 | $23K | Hold |
150
| – | – | 0.02% | 126 |
|
|
2018
Q2 | $22K | Sell |
150
-147
| -49% | -$21.6K | 0.02% | 136 |
|
|
2018
Q1 | $40K | Hold |
297
| – | – | 0.03% | 101 |
|
|
2017
Q4 | $40K | Buy |
+297
| New | +$40K | 0.04% | 84 |
|