Connecticut Wealth 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
Q2 | $12.1M | Sell |
28,604
-32
| -0.1% | -$13.6K | 0.58% | 30 |
|
|
2025
Q1 | $10.3M | Sell |
28,636
-248
| -0.9% | -$89.6K | 0.54% | 31 |
|
|
2024
Q4 | $11.6M | Sell |
28,884
-160
| -0.6% | -$64.3K | 0.57% | 26 |
|
|
2024
Q3 | $10.9M | Sell |
29,044
-524
| -2% | -$197K | 0.53% | 32 |
|
|
2024
Q2 | $10.8M | Buy |
29,568
+194
| +0.7% | +$70.7K | 0.56% | 33 |
|
|
2024
Q1 | $9.9M | Sell |
29,374
-291
| -1% | -$98.1K | 0.53% | 32 |
|
|
2023
Q4 | $8.99M | Buy |
29,665
+1,444
| +5% | +$438K | 0.52% | 34 |
|
|
2023
Q3 | $7.51M | Sell |
28,221
-1,033
| -4% | -$275K | 0.51% | 35 |
|
|
2023
Q2 | $8.05M | Sell |
29,254
-1,000
| -3% | -$275K | 0.56% | 34 |
|
|
2023
Q1 | $7.39M | Sell |
30,254
-385
| -1% | -$94.1K | 0.56% | 34 |
|
|
2022
Q4 | $6.56M | Sell |
30,639
-416
| -1% | -$89.1K | 0.56% | 36 |
|
|
2022
Q3 | $6.53M | Hold |
31,055
| – | – | 0.61% | 30 |
|
|
2022
Q2 | $6.79M | Buy |
31,055
+417
| +1% | +$91.2K | 0.59% | 30 |
|
|
2022
Q1 | $8.51M | Buy |
30,638
+417
| +1% | +$116K | 0.65% | 29 |
|
|
2021
Q4 | $9.24M | Sell |
30,221
-2,900
| -9% | -$886K | 0.72% | 28 |
|
|
2021
Q3 | $9.08M | Sell |
33,121
-1,491
| -4% | -$409K | 0.79% | 23 |
|
|
2021
Q2 | $9.4M | Buy |
+34,612
| New | +$9.4M | 0.83% | 23 |
|
|
2020
Q4 | – | Sell |
-38,033
| Closed | -$8.25M | – | 201 |
|
|
2020
Q3 | $8.25M | Buy |
+38,033
| New | +$8.25M | 0.91% | 20 |
|
|
2020
Q2 | – | Sell |
-37,765
| Closed | -$5.69M | – | 146 |
|
|
2020
Q1 | $5.69M | Sell |
37,765
-6,848
| -15% | -$1.03M | 0.85% | 28 |
|
|
2019
Q4 | $7.85M | Sell |
44,613
-1,348
| -3% | -$237K | 0.86% | 27 |
|
|
2019
Q3 | $7.34M | Buy |
45,961
+1
| +0% | +$160 | 0.9% | 25 |
|
|
2019
Q2 | $7.23M | Buy |
+45,960
| New | +$7.23M | 0.89% | 25 |
|