Clearstead Trust’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 | $464K | Buy |
1,093
+1,038
| +1,887% | +$441K | 0.09% | 112 |
|
|
2025
Q1 | $19.9K | Hold |
55
| – | – | ﹤0.01% | 357 |
|
|
2024
Q4 | $22.1K | Hold |
55
| – | – | ﹤0.01% | 314 |
|
|
2024
Q3 | $20.6K | Sell |
55
-64
| -54% | -$24K | ﹤0.01% | 305 |
|
|
2024
Q2 | $43.4K | Hold |
119
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $40.1K | Hold |
119
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $36.1K | Hold |
119
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $31.7K | Buy |
119
+64
| +116% | +$17K | 0.01% | 256 |
|
|
2023
Q2 | $15.1K | Buy |
+55
| New | +$15.1K | ﹤0.01% | 284 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$229K | – | 184 |
|
|
2019
Q4 | $229K | Hold |
1,300
| – | – | 0.17% | 94 |
|
|
2019
Q3 | $208K | Sell |
1,300
-11
| -0.8% | -$1.76K | 0.16% | 90 |
|
|
2019
Q2 | $206K | Hold |
1,311
| – | – | 0.16% | 93 |
|
|
2019
Q1 | $199K | Hold |
1,311
| – | – | 0.17% | 95 |
|
|
2018
Q4 | $172K | Buy |
+1,311
| New | +$172K | 0.16% | 99 |
|