CreativeOne Wealth’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 | $5.71M | Buy |
13,443
+744
| +6% | +$316K | 0.15% | 134 |
|
|
2025
Q1 | $4.59M | Sell |
12,699
-3,412
| -21% | -$1.23M | 0.14% | 149 |
|
|
2024
Q4 | $6.47M | Buy |
16,111
+347
| +2% | +$139K | 0.2% | 99 |
|
|
2024
Q3 | $5.92M | Buy |
15,764
+5,228
| +50% | +$1.96M | 0.2% | 102 |
|
|
2024
Q2 | $3.84M | Sell |
10,536
-3,813
| -27% | -$1.39M | 0.19% | 109 |
|
|
2024
Q1 | $4.84M | Buy |
14,349
+4,730
| +49% | +$1.59M | 0.19% | 106 |
|
|
2023
Q4 | $2.92M | Buy |
9,619
+2,786
| +41% | +$845K | 0.19% | 106 |
|
|
2023
Q3 | $1.82M | Sell |
6,833
-12,430
| -65% | -$3.31M | 0.13% | 156 |
|
|
2023
Q2 | $5.3M | Sell |
19,263
-8,983
| -32% | -$2.47M | 0.25% | 76 |
|
|
2023
Q1 | $6.9M | Sell |
28,246
-7,578
| -21% | -$1.85M | 0.34% | 58 |
|
|
2022
Q4 | $7.68M | Sell |
35,824
-778
| -2% | -$167K | 0.42% | 52 |
|
|
2022
Q3 | $7.7M | Buy |
36,602
+25,292
| +224% | +$5.32M | 0.46% | 45 |
|
|
2022
Q2 | $2.47M | Buy |
11,310
+2,288
| +25% | +$500K | 0.13% | 123 |
|
|
2022
Q1 | $2.51M | Sell |
9,022
-113
| -1% | -$31.4K | 0.13% | 129 |
|
|
2021
Q4 | $2.79M | Buy |
9,135
+3,190
| +54% | +$975K | 0.14% | 127 |
|
|
2021
Q3 | $1.63M | Sell |
5,945
-240
| -4% | -$65.8K | 0.1% | 185 |
|
|
2021
Q2 | $1.68M | Buy |
6,185
+328
| +6% | +$89K | 0.1% | 170 |
|
|
2021
Q1 | $1.42M | Buy |
5,857
+792
| +16% | +$192K | 0.11% | 161 |
|
|
2020
Q4 | $1.22M | Sell |
5,065
-399
| -7% | -$96.2K | 0.1% | 155 |
|
|
2020
Q3 | $1.19M | Buy |
5,464
+661
| +14% | +$143K | 0.16% | 93 |
|
|
2020
Q2 | $922K | Buy |
4,803
+548
| +13% | +$105K | 0.14% | 90 |
|
|
2020
Q1 | $641K | Buy |
4,255
+687
| +19% | +$103K | 0.12% | 84 |
|
|
2019
Q4 | $628K | Buy |
3,568
+1,938
| +119% | +$341K | 0.11% | 93 |
|
|
2019
Q3 | $260K | Hold |
1,630
| – | – | 0.05% | 148 |
|
|
2019
Q2 | $257K | Sell |
1,630
-381
| -19% | -$60.1K | 0.05% | 144 |
|
|
2019
Q1 | $305K | Sell |
2,011
-110
| -5% | -$16.7K | 0.08% | 100 |
|
|
2018
Q4 | $277K | Buy |
+2,121
| New | +$277K | 0.09% | 86 |
|