Clarity Wealth 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 | $678K | Sell |
1,596
-20
| -1% | -$8.49K | 0.17% | 53 |
|
|
2025
Q1 | $584K | Sell |
1,616
-74
| -4% | -$26.7K | 0.16% | 51 |
|
|
2024
Q4 | $679K | Hold |
1,690
| – | – | 0.19% | 49 |
|
|
2024
Q3 | $634K | Sell |
1,690
-78
| -4% | -$29.3K | 0.18% | 46 |
|
|
2024
Q2 | $644K | Buy |
1,768
+50
| +3% | +$18.2K | 0.21% | 43 |
|
|
2024
Q1 | $579K | Hold |
1,718
| – | – | 0.2% | 45 |
|
|
2023
Q4 | $521K | Sell |
1,718
-69
| -4% | -$20.9K | 0.2% | 50 |
|
|
2023
Q3 | $475K | Buy |
1,787
+425
| +31% | +$113K | 0.22% | 41 |
|
|
2023
Q2 | $375K | Hold |
1,362
| – | – | 0.17% | 53 |
|
|
2023
Q1 | $333K | Hold |
1,362
| – | – | 0.17% | 51 |
|
|
2022
Q4 | $292K | Hold |
1,362
| – | – | 0.17% | 50 |
|
|
2022
Q3 | $286K | Hold |
1,362
| – | – | 0.17% | 49 |
|
|
2022
Q2 | $297K | Buy |
+1,362
| New | +$297K | 0.17% | 51 |
|