Choate Investment 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 | $16.2M | Sell |
152,288
-4,552
| -3% | -$517K | 0.32% | 38 |
|
|
2025
Q4 | $18.6M | Sell |
156,840
-4,840
| -3% | -$573K | 0.36% | 34 |
|
|
2025
Q3 | $18.9M | Buy |
161,680
+4,160
| +3% | +$463K | 0.39% | 33 |
|
|
2025
Q2 | $16.7M | Buy |
157,520
+10,188
| +7% | +$974K | 0.36% | 36 |
|
|
2025
Q1 | $13.3M | Buy |
147,332
+692
| +0.5% | +$68.3K | 0.33% | 46 |
|
|
2024
Q4 | $14.7M | Sell |
146,640
-1,056
| -0.7% | -$104K | 0.35% | 39 |
|
|
2024
Q3 | $13.9M | Sell |
147,696
-12,140
| -8% | -$1.1M | 0.35% | 41 |
|
|
2024
Q2 | $14.6M | Buy |
159,836
+1,060
| +0.7% | +$90.5K | 0.38% | 35 |
|
|
2024
Q1 | $13.4M | Sell |
158,776
-908
| -0.6% | -$73.2K | 0.36% | 35 |
|
|
2023
Q4 | $12.1M | Buy |
159,684
+11,480
| +8% | +$812K | 0.37% | 29 |
|
|
2023
Q3 | $9.86M | Buy |
148,204
+26,096
| +21% | +$1.8M | 0.39% | 26 |
|
|
2023
Q2 | $8.4M | Buy |
122,108
+300
| +0.2% | +$19.1K | 0.35% | 27 |
|
|
2023
Q1 | $7.44M | Sell |
121,808
-2,980
| -2% | -$172K | 0.36% | 27 |
|
|
2022
Q4 | $6.68M | Buy |
124,788
+5,600
| +5% | +$308K | 0.4% | 31 |
|
|
2022
Q3 | $6.27M | Buy |
119,188
+77,192
| +184% | +$4.54M | 0.41% | 27 |
|
|
2022
Q2 | $2.3M | Hold |
41,996
| – | – | 0.14% | 68 |
|
|
2022
Q1 | $2.92M | Hold |
41,996
| – | – | 0.15% | 67 |
|
|
2021
Q4 | $3.21M | Hold |
41,996
| – | – | 0.19% | 57 |
|
|
2021
Q3 | $2.88M | Hold |
41,996
| – | – | 0.18% | 58 |
|
|
2021
Q2 | $2.85M | Hold |
41,996
| – | – | 0.17% | 59 |
|
|
2021
Q1 | $2.55M | Buy |
41,996
+10,588
| +34% | +$644K | 0.16% | 61 |
|
|
2020
Q4 | $1.89M | Hold |
31,408
| – | – | 0.12% | 72 |
|
|
2020
Q3 | $1.7M | Sell |
31,408
-1,064
| -3% | -$56.1K | 0.11% | 75 |
|
|
2020
Q2 | $1.56M | Hold |
32,472
| – | – | 0.11% | 73 |
|
|
2020
Q1 | $1.22M | Hold |
32,472
| – | – | 0.1% | 88 |
|
|
2019
Q4 | $1.43M | Hold |
32,472
| – | – | 0.09% | 88 |
|
|
2019
Q3 | $1.3M | Hold |
32,472
| – | – | 0.08% | 97 |
|
|
2019
Q2 | $1.28M | Buy |
32,472
+2,128
| +7% | +$82.3K | 0.08% | 96 |
|
|
2019
Q1 | $1.15M | Hold |
30,344
| – | – | 0.07% | 105 |
|
|
2018
Q4 | $993K | Buy |
+30,344
| New | +$1.07M | 0.06% | 104 |
|
|
2018
Q3 | – | Sell |
-30,344
| Closed | -$1.09M | – | 211 |
|
|
2018
Q2 | $1.09M | Buy |
30,344
+1,368
| +5% | +$48.3K | 0.06% | 109 |
|
|
2018
Q1 | $986K | Hold |
28,976
| – | – | 0.05% | 120 |
|
|
2017
Q4 | $976K | Hold |
28,976
| – | – | 0.05% | 127 |
|
|
2017
Q3 | $906K | Hold |
28,976
| – | – | 0.05% | 130 |
|
|
2017
Q2 | $862K | Hold |
28,976
| – | – | 0.05% | 131 |
|
|
2017
Q1 | $824K | Hold |
28,976
| – | – | 0.05% | 130 |
|
|
2016
Q4 | $760K | Hold |
28,976
| – | – | 0.05% | 127 |
|
|
2016
Q3 | $755K | Hold |
28,976
| – | – | 0.05% | 127 |
|
|
2016
Q2 | $727K | Sell |
28,976
-1,400
| -5% | -$35K | 0.05% | 122 |
|
|
2016
Q1 | $758K | Buy |
+30,376
| New | +$718K | 0.05% | 120 |
|
|
2015
Q4 | – | Sell |
-31,636
| Closed | -$736K | – | 277 |
|
|
2015
Q3 | $736K | Buy |
+31,636
| New | +$778K | 0.05% | 127 |
|
Other funds holding IWF
