Clarkston Capital Partners’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	–	Sell	-16,936	Closed	-$2M	–	141
2025 Q4	$2M	Hold	16,936	–	–	0.05%	103
2025 Q3	$1.98M	Sell	16,936 -468	-3%	-$52.1K	0.04%	96
2025 Q2	$1.85M	Sell	17,404 -52	-0.3%	-$4.97K	0.04%	92
2025 Q1	$1.58M	Buy	17,456 +1,264	+8%	+$125K	0.03%	91
2024 Q4	$1.63M	Hold	16,192	–	–	0.03%	87
2024 Q3	$1.52M	Sell	16,192 -1,344	-8%	-$122K	0.03%	90
2024 Q2	$1.6M	Sell	17,536 -108	-0.6%	-$9.22K	0.03%	84
2024 Q1	$1.49M	Hold	17,644	–	–	0.03%	88
2023 Q4	$1.34M	Hold	17,644	–	–	0.02%	85
2023 Q3	$1.17M	Sell	17,644 -1,412	-7%	-$97.5K	0.02%	89
2023 Q2	$1.31M	Buy	19,056 +1,180	+7%	+$75K	0.02%	83
2023 Q1	$1.09M	Sell	17,876 -400	-2%	-$23K	0.02%	89
2022 Q4	$979K	Hold	18,276	–	–	0.02%	96
2022 Q3	$961K	Sell	18,276 -920	-5%	-$54.1K	0.02%	95
2022 Q2	$1.05M	Sell	19,196 -4,040	-17%	-$243K	0.02%	94
2022 Q1	$1.61M	Sell	23,236 -1,920	-8%	-$131K	0.03%	83
2021 Q4	$1.92M	Hold	25,156	–	–	0.03%	67
2021 Q3	$1.72M	Hold	25,156	–	–	0.03%	63
2021 Q2	$1.71M	Buy	25,156 +1,300	+5%	+$83.8K	0.03%	64
2021 Q1	$1.45M	Buy	23,856 +2,000	+9%	+$122K	0.03%	66
2020 Q4	$1.32M	Buy	21,856 +8,228	+60%	+$468K	0.03%	55
2020 Q3	$739K	Hold	13,628	–	–	0.02%	65
2020 Q2	$654K	Buy	+13,628	New	+$601K	0.02%	63