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 |
|