Concord Wealth Partners’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 | $26.4K | Buy |
62
+59
| +1,967% | +$25.1K | ﹤0.01% | 433 |
|
|
2025
Q1 | $1.12K | Hold |
3
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $1.25K | Sell |
3
-42
| -93% | -$17.4K | ﹤0.01% | 764 |
|
|
2024
Q3 | $16.9K | Buy |
45
+42
| +1,400% | +$15.8K | ﹤0.01% | 498 |
|
|
2024
Q2 | $1.13K | Sell |
3
-736
| -100% | -$276K | ﹤0.01% | 715 |
|
|
2024
Q1 | $249K | Buy |
739
+736
| +24,533% | +$248K | 0.04% | 188 |
|
|
2023
Q4 | $935 | Sell |
3
-526
| -99% | -$164K | ﹤0.01% | 763 |
|
|
2023
Q3 | $141K | Buy |
529
+253
| +92% | +$67.3K | 0.03% | 232 |
|
|
2023
Q2 | $75.8K | Buy |
276
+46
| +20% | +$12.6K | 0.02% | 303 |
|
|
2023
Q1 | $56.2K | Sell |
230
-46
| -17% | -$11.2K | 0.02% | 326 |
|
|
2022
Q4 | $59.2K | Buy |
+276
| New | +$59.2K | 0.02% | 348 |
|
|
2022
Q3 | – | Sell |
-82
| Closed | -$18K | – | 648 |
|
|
2022
Q2 | $18K | Buy |
82
+50
| +156% | +$11K | ﹤0.01% | 561 |
|
|
2022
Q1 | $9K | Sell |
32
-109
| -77% | -$30.7K | ﹤0.01% | 803 |
|
|
2021
Q4 | $43K | Buy |
141
+121
| +605% | +$36.9K | 0.01% | 481 |
|
|
2021
Q3 | $5K | Sell |
20
-20
| -50% | -$5K | ﹤0.01% | 584 |
|
|
2021
Q2 | $11K | Sell |
40
-251
| -86% | -$69K | ﹤0.01% | 612 |
|
|
2021
Q1 | $71K | Sell |
291
-409
| -58% | -$99.8K | 0.02% | 271 |
|
|
2020
Q4 | $169K | Buy |
+700
| New | +$169K | 0.13% | 83 |
|