Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $543K | Hold |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $493K | Hold |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $427K | Hold |
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $329K | Hold |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $439K | Hold |
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|
2021
Q2 | $435K | Hold |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $308K | Hold |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $260K | Sell |
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|
2019
Q2 | $309K | Buy |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $280K | Sell |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | $224K | Buy |
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