Colonial 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 | $2.47M | Buy |
5,826
+264
| +5% | +$112K | 0.36% | 73 |
|
|
2025
Q1 | $2.01M | Sell |
5,562
-18
| -0.3% | -$6.5K | 0.31% | 80 |
|
|
2024
Q4 | $2.24M | Buy |
5,580
+45
| +0.8% | +$18.1K | 0.33% | 75 |
|
|
2024
Q3 | $2.08M | Sell |
5,535
-100
| -2% | -$37.5K | 0.32% | 77 |
|
|
2024
Q2 | $2.05M | Sell |
5,635
-6
| -0.1% | -$2.19K | 0.36% | 67 |
|
|
2024
Q1 | $1.9M | Sell |
5,641
-383
| -6% | -$129K | 0.36% | 69 |
|
|
2023
Q4 | $1.83M | Buy |
6,024
+506
| +9% | +$153K | 0.38% | 66 |
|
|
2023
Q3 | $1.47M | Sell |
5,518
-481
| -8% | -$128K | 0.36% | 69 |
|
|
2023
Q2 | $1.65M | Sell |
5,999
-67
| -1% | -$18.4K | 0.4% | 64 |
|
|
2023
Q1 | $1.48M | Sell |
6,066
-764
| -11% | -$187K | 0.38% | 70 |
|
|
2022
Q4 | $1.46M | Buy |
6,830
+699
| +11% | +$150K | 0.4% | 70 |
|
|
2022
Q3 | $1.29M | Buy |
+6,131
| New | +$1.29M | 0.41% | 69 |
|