Columbia Asset Management’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
Q1
Sell
-810
Closed -$325K 190
2024
Q4
$325K Hold
810
0.06% 140
2024
Q3
$304K Hold
810
0.05% 155
2024
Q2
$295K Hold
810
0.06% 149
2024
Q1
$246K Hold
810
0.05% 154
2023
Q4
$246K Hold
810
0.05% 154
2023
Q3
$215K Hold
810
0.05% 155
2023
Q2
$223K Buy
+810
New +$223K 0.05% 158
2021
Q4
$241K Hold
790
0.05% 168
2021
Q3
$216K Sell
790
-221
-22% -$60.4K 0.05% 177
2021
Q2
$274K Hold
1,011
0.06% 154
2021
Q1
$246K Buy
1,011
+20
+2% +$4.87K 0.04% 165
2020
Q4
$239K Buy
991
+35
+4% +$8.44K 0.05% 162
2020
Q3
$207K Buy
+956
New +$207K 0.05% 160
2019
Q2
Sell
-720
Closed -$109K 190
2019
Q1
$109K Sell
720
-136
-16% -$20.6K 0.03% 211
2018
Q4
$112K Hold
856
0.03% 196
2018
Q3
$134K Buy
+856
New +$134K 0.04% 203