CAM
Congress Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
28,109
-94,314
| -77% | -$40M | 0.08% | 181 |
|
|
2025
Q1 | $44.2M | Buy |
122,423
+63,332
| +107% | +$22.9M | 0.33% | 110 |
|
|
2024
Q4 | $23.7M | Buy |
59,091
+49,434
| +512% | +$19.9M | 0.16% | 127 |
|
|
2024
Q3 | $3.63M | Sell |
9,657
-14,164
| -59% | -$5.32M | 0.02% | 246 |
|
|
2024
Q2 | $8.68M | Buy |
23,821
+20,259
| +569% | +$7.38M | 0.06% | 195 |
|
|
2024
Q1 | $1.2M | Sell |
3,562
-36,812
| -91% | -$12.4M | 0.01% | 293 |
|
|
2023
Q4 | $12.2M | Buy |
40,374
+29,151
| +260% | +$8.84M | 0.1% | 160 |
|
|
2023
Q3 | $2.99M | Sell |
11,223
-24,086
| -68% | -$6.41M | 0.03% | 254 |
|
|
2023
Q2 | $9.72M | Sell |
35,309
-42,319
| -55% | -$11.6M | 0.08% | 172 |
|
|
2023
Q1 | $19M | Sell |
77,628
-118,180
| -60% | -$28.9M | 0.18% | 118 |
|
|
2022
Q4 | $41.9M | Buy |
195,808
+107,817
| +123% | +$23.1M | 0.42% | 78 |
|
|
2022
Q3 | $18.5M | Sell |
87,991
-125,189
| -59% | -$26.3M | 0.2% | 93 |
|
|
2022
Q2 | $46.6M | Buy |
213,180
+92,271
| +76% | +$20.2M | 0.45% | 80 |
|
|
2022
Q1 | $33.6M | Buy |
120,909
+4,002
| +3% | +$1.11M | 0.29% | 77 |
|
|
2021
Q4 | $35.7M | Buy |
116,907
+46,719
| +67% | +$14.3M | 0.27% | 78 |
|
|
2021
Q3 | $19.2M | Buy |
70,188
+59,688
| +568% | +$16.4M | 0.15% | 92 |
|
|
2021
Q2 | $2.85M | Buy |
10,500
+3,290
| +46% | +$893K | 0.02% | 250 |
|
|
2021
Q1 | $1.75M | Sell |
7,210
-41,885
| -85% | -$10.2M | 0.02% | 271 |
|
|
2020
Q4 | $11.8M | Buy |
49,095
+26,510
| +117% | +$6.39M | 0.11% | 102 |
|
|
2020
Q3 | $4.9M | Buy |
22,585
+7,283
| +48% | +$1.58M | 0.05% | 171 |
|
|
2020
Q2 | $2.94M | Sell |
15,302
-79,576
| -84% | -$15.3M | 0.03% | 203 |
|
|
2020
Q1 | $14.3M | Buy |
94,878
+35,068
| +59% | +$5.28M | 0.22% | 76 |
|
|
2019
Q4 | $10.5M | Buy |
59,810
+53,539
| +854% | +$9.42M | 0.13% | 96 |
|
|
2019
Q3 | $1M | Sell |
6,271
-11,488
| -65% | -$1.83M | 0.01% | 288 |
|
|
2019
Q2 | $2.79M | Buy |
17,759
+14,319
| +416% | +$2.25M | 0.04% | 250 |
|
|
2019
Q1 | $521K | Sell |
3,440
-248,022
| -99% | -$37.6M | 0.01% | 318 |
|
|
2018
Q4 | $32.9M | Buy |
251,462
+237,548
| +1,707% | +$31.1M | 0.5% | 80 |
|
|
2018
Q3 | $2.17M | Sell |
13,914
-6,784
| -33% | -$1.06M | 0.03% | 271 |
|
|
2018
Q2 | $2.98M | Buy |
20,698
+18,666
| +919% | +$2.68M | 0.04% | 235 |
|
|
2018
Q1 | $277K | Sell |
2,032
-3,430
| -63% | -$468K | ﹤0.01% | 365 |
|
|
2017
Q4 | $736K | Buy |
5,462
+3,697
| +209% | +$498K | 0.01% | 327 |
|
|
2017
Q3 | $221K | Sell |
1,765
-18,590
| -91% | -$2.33M | ﹤0.01% | 380 |
|
|
2017
Q2 | $2.42M | Buy |
20,355
+757
| +4% | +$90.1K | 0.04% | 170 |
|
|
2017
Q1 | $2.23M | Sell |
19,598
-176,864
| -90% | -$20.1M | 0.04% | 173 |
|
|
2016
Q4 | $20.6M | Buy |
196,462
+172,112
| +707% | +$18.1M | 0.43% | 80 |
|
|
2016
Q3 | $2.54M | Buy |
24,350
+9,872
| +68% | +$1.03M | 0.06% | 174 |
|
|
2016
Q2 | $1.45M | Buy |
14,478
+8,721
| +151% | +$875K | 0.03% | 180 |
|
|
2016
Q1 | $574K | Sell |
5,757
-190,213
| -97% | -$19M | 0.01% | 188 |
|
|
2015
Q4 | $19.5M | Buy |
195,970
+126,627
| +183% | +$12.6M | 0.48% | 79 |
|
|
2015
Q3 | $6.45M | Buy |
+69,343
| New | +$6.45M | 0.17% | 108 |
|
|
2015
Q1 | – | Sell |
-71,589
| Closed | -$6.84M | – | 235 |
|
|
2014
Q4 | $6.84M | Buy |
+71,589
| New | +$6.84M | 0.17% | 105 |
|