Chicago Wealth Management’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 | $9.71M | Sell |
22,867
-22
| -0.1% | -$9.34K | 4.63% | 11 |
|
|
2025
Q1 | $8.26M | Buy |
22,889
+538
| +2% | +$194K | 4.33% | 14 |
|
|
2024
Q4 | $8.98M | Buy |
22,351
+1,307
| +6% | +$525K | 4.66% | 13 |
|
|
2024
Q3 | $7.9M | Buy |
21,044
+351
| +2% | +$132K | 4.22% | 13 |
|
|
2024
Q2 | $7.54M | Buy |
20,693
+1,307
| +7% | +$476K | 4.34% | 13 |
|
|
2024
Q1 | $6.53M | Buy |
19,386
+401
| +2% | +$135K | 3.88% | 13 |
|
|
2023
Q4 | $5.76M | Buy |
+18,985
| New | +$5.76M | 3.93% | 12 |
|
|
2022
Q2 | – | Sell |
-33,164
| Closed | -$9.21M | – | 36 |
|
|
2022
Q1 | $9.21M | Buy |
33,164
+1,007
| +3% | +$280K | 6.18% | 2 |
|
|
2021
Q4 | $9.83M | Buy |
32,157
+147
| +0.5% | +$44.9K | 6.59% | 2 |
|
|
2021
Q3 | $8.77M | Buy |
32,010
+469
| +1% | +$129K | 6.4% | 4 |
|
|
2021
Q2 | $8.56M | Buy |
31,541
+1,122
| +4% | +$305K | 6.16% | 4 |
|
|
2021
Q1 | $7.39M | Buy |
30,419
+847
| +3% | +$206K | 5.88% | 5 |
|
|
2020
Q4 | $7.13M | Sell |
29,572
-236
| -0.8% | -$56.9K | 6.6% | 6 |
|
|
2020
Q3 | $6.47M | Buy |
29,808
+338
| +1% | +$73.3K | 7.31% | 3 |
|
|
2020
Q2 | $5.66M | Buy |
+29,470
| New | +$5.66M | 6.91% | 3 |
|
|
2020
Q1 | – | Sell |
-13,695
| Closed | -$2.41M | – | 18 |
|
|
2019
Q4 | $2.41M | Buy |
+13,695
| New | +$2.41M | 2.32% | 14 |
|