Centerpoint Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $160K | Hold |
1,500
| – | – | 0.05% | 95 |
|
|
2025
Q4 | $177K | Hold |
1,500
| – | – | 0.05% | 89 |
|
|
2025
Q3 | $176K | Hold |
1,500
| – | – | 0.05% | 90 |
|
|
2025
Q2 | $159K | Hold |
1,500
| – | – | 0.05% | 95 |
|
|
2025
Q1 | $135K | Hold |
1,500
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $151K | Sell |
1,500
-1,916
| -56% | -$188K | 0.05% | 101 |
|
|
2024
Q3 | $321K | Hold |
3,416
| – | – | 0.11% | 70 |
|
|
2024
Q2 | $311K | Buy |
+3,416
| New | +$292K | 0.11% | 67 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$31K | – | 593 |
|
|
2023
Q1 | $31K | Sell |
500
-8
| -2% | -$461 | 0.01% | 203 |
|
|
2022
Q4 | $27K | Buy |
508
+8
| +2% | +$440 | 0.01% | 183 |
|
|
2022
Q3 | $26K | Buy |
+500
| New | +$29.4K | 0.01% | 168 |
|
|
2020
Q3 | – | Sell |
-404
| Closed | -$19K | – | 255 |
|
|
2020
Q2 | $19K | Hold |
404
| – | – | 0.02% | 127 |
|
|
2020
Q1 | $15K | Buy |
+404
| New | +$17.4K | 0.01% | 127 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$24K | – | 273 |
|
|
2019
Q3 | $24K | Hold |
600
| – | – | 0.02% | 126 |
|
|
2019
Q2 | $24K | Hold |
600
| – | – | 0.02% | 126 |
|
|
2019
Q1 | $23K | Hold |
600
| – | – | 0.02% | 124 |
|
|
2018
Q4 | $20K | Hold |
600
| – | – | 0.02% | 129 |
|
|
2018
Q3 | $23K | Hold |
600
| – | – | 0.02% | 126 |
|
|
2018
Q2 | $22K | Sell |
600
-588
| -49% | -$20.8K | 0.02% | 136 |
|
|
2018
Q1 | $40K | Hold |
1,188
| – | – | 0.03% | 101 |
|
|
2017
Q4 | $40K | Buy |
+1,188
| New | +$38.9K | 0.04% | 84 |
|
Other funds holding IWF
