Colony Family Offices’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 | $3.18M | Buy |
7,490
+3,745
| +100% | +$1.59M | 0.82% | 20 |
|
|
2025
Q1 | $1.35M | Hold |
3,745
| – | – | 0.42% | 30 |
|
|
2024
Q4 | $1.5M | Hold |
3,745
| – | – | 0.47% | 31 |
|
|
2024
Q3 | $1.41M | Sell |
3,745
-2,661
| -42% | -$999K | 0.44% | 32 |
|
|
2024
Q2 | $2.34M | Sell |
6,406
-440
| -6% | -$160K | 0.75% | 20 |
|
|
2024
Q1 | $2.31M | Hold |
6,846
| – | – | 0.75% | 18 |
|
|
2023
Q4 | $2.08M | Buy |
6,846
+2,661
| +64% | +$807K | 0.72% | 19 |
|
|
2023
Q3 | $1.12M | Hold |
4,185
| – | – | 0.48% | 22 |
|
|
2023
Q2 | $1.15M | Hold |
4,185
| – | – | 0.49% | 22 |
|
|
2023
Q1 | $1.02M | Hold |
4,185
| – | – | 0.39% | 30 |
|
|
2022
Q4 | $897K | Hold |
4,185
| – | – | 0.37% | 30 |
|
|
2022
Q3 | $881K | Buy |
+4,185
| New | +$881K | 0.38% | 32 |
|