Compton Wealth Advisory Group’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 | $996K | Hold |
2,347
| – | – | 0.25% | 53 |
|
|
2025
Q1 | $847K | Sell |
2,347
-69
| -3% | -$24.9K | 0.24% | 56 |
|
|
2024
Q4 | $970K | Hold |
2,416
| – | – | 0.25% | 58 |
|
|
2024
Q3 | $907K | Hold |
2,416
| – | – | 0.23% | 65 |
|
|
2024
Q2 | $881K | Hold |
2,416
| – | – | 0.23% | 60 |
|
|
2024
Q1 | $814K | Hold |
2,416
| – | – | 0.22% | 62 |
|
|
2023
Q4 | $732K | Hold |
2,416
| – | – | 0.23% | 55 |
|
|
2023
Q3 | $643K | Buy |
2,416
+56
| +2% | +$14.9K | 0.22% | 61 |
|
|
2023
Q2 | $649K | Hold |
2,360
| – | – | 0.22% | 60 |
|
|
2023
Q1 | $577K | Buy |
2,360
+1
| +0% | +$244 | 0.2% | 60 |
|
|
2022
Q4 | $505K | Hold |
2,359
| – | – | 0.2% | 68 |
|
|
2022
Q3 | $496K | Hold |
2,359
| – | – | 0.21% | 67 |
|
|
2022
Q2 | $516K | Sell |
2,359
-25
| -1% | -$5.47K | 0.22% | 71 |
|
|
2022
Q1 | $662K | Buy |
2,384
+1
| +0% | +$278 | 0.26% | 68 |
|
|
2021
Q4 | $728K | Hold |
2,383
| – | – | 0.31% | 57 |
|
|
2021
Q3 | $653K | Hold |
2,383
| – | – | 0.31% | 56 |
|
|
2021
Q2 | $647K | Buy |
2,383
+3
| +0.1% | +$815 | 0.3% | 54 |
|
|
2021
Q1 | $578K | Buy |
2,380
+35
| +1% | +$8.5K | 0.33% | 55 |
|
|
2020
Q4 | $565K | Sell |
2,345
-114
| -5% | -$27.5K | 0.35% | 50 |
|
|
2020
Q3 | $533K | Buy |
2,459
+2
| +0.1% | +$434 | 0.4% | 49 |
|
|
2020
Q2 | $472K | Buy |
2,457
+2
| +0.1% | +$384 | 0.5% | 51 |
|
|
2020
Q1 | $370K | Hold |
2,455
| – | – | 0.48% | 47 |
|
|
2019
Q4 | $432K | Buy |
+2,455
| New | +$432K | 0.38% | 47 |
|