Circle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $603M | Hold |
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|
2025
Q2 | $547M | Sell |
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|
2025
Q1 | $465M | Sell |
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|
2024
Q4 | $517M | Buy |
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|
2024
Q3 | $484M | Buy |
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|
2024
Q2 | $470M | Buy |
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|
2024
Q1 | $434M | Buy |
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|
2023
Q4 | $391M | Buy |
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|
2023
Q3 | $343M | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $488K | Hold |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | $432K | Sell |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $385K | Buy |
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|
2020
Q2 | $340K | Buy |
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|
2020
Q1 | $265K | Hold |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $280K | Hold |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $229K | Buy |
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|
2018
Q3 | $272K | Buy |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $236K | Sell |
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|
2017
Q4 | $482K | Buy |
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|
2017
Q3 | $215K | Buy |
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|
2017
Q2 | $204K | Buy |
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