Crestwood Advisors 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 | $4.98M | Sell |
11,721
-287
| -2% | -$122K | 0.09% | 135 |
|
|
2025
Q1 | $4.34M | Sell |
12,008
-131
| -1% | -$47.3K | 0.08% | 140 |
|
|
2024
Q4 | $4.87M | Buy |
12,139
+882
| +8% | +$354K | 0.09% | 128 |
|
|
2024
Q3 | $4.23M | Buy |
11,257
+187
| +2% | +$70.2K | 0.08% | 137 |
|
|
2024
Q2 | $4.04M | Sell |
11,070
-73
| -0.7% | -$26.6K | 0.08% | 132 |
|
|
2024
Q1 | $3.76M | Sell |
11,143
-37
| -0.3% | -$12.5K | 0.08% | 135 |
|
|
2023
Q4 | $3.39M | Sell |
11,180
-6,719
| -38% | -$2.04M | 0.08% | 140 |
|
|
2023
Q3 | $4.76M | Buy |
17,899
+7,054
| +65% | +$1.88M | 0.12% | 116 |
|
|
2023
Q2 | $2.98M | Sell |
10,845
-315
| -3% | -$86.7K | 0.09% | 100 |
|
|
2023
Q1 | $2.73M | Sell |
11,160
-299
| -3% | -$73.1K | 0.09% | 103 |
|
|
2022
Q4 | $2.45M | Sell |
11,459
-10
| -0.1% | -$2.14K | 0.08% | 105 |
|
|
2022
Q3 | $2.41M | Sell |
11,469
-724
| -6% | -$152K | 0.09% | 108 |
|
|
2022
Q2 | $2.67M | Sell |
12,193
-314
| -3% | -$68.7K | 0.09% | 108 |
|
|
2022
Q1 | $3.47M | Buy |
12,507
+234
| +2% | +$65K | 0.1% | 103 |
|
|
2021
Q4 | $3.75M | Buy |
12,273
+836
| +7% | +$255K | 0.1% | 103 |
|
|
2021
Q3 | $3.13M | Sell |
11,437
-497
| -4% | -$136K | 0.09% | 106 |
|
|
2021
Q2 | $3.24M | Sell |
11,934
-618
| -5% | -$168K | 0.09% | 106 |
|
|
2021
Q1 | $3.05M | Sell |
12,552
-680
| -5% | -$165K | 0.1% | 108 |
|
|
2020
Q4 | $3.19M | Sell |
13,232
-692
| -5% | -$167K | 0.11% | 104 |
|
|
2020
Q3 | $3.02M | Buy |
13,924
+27
| +0.2% | +$5.86K | 0.11% | 96 |
|
|
2020
Q2 | $2.67M | Buy |
13,897
+156
| +1% | +$29.9K | 0.11% | 99 |
|
|
2020
Q1 | $2.07M | Sell |
13,741
-502
| -4% | -$75.6K | 0.1% | 101 |
|
|
2019
Q4 | $2.51M | Sell |
14,243
-1,522
| -10% | -$268K | 0.1% | 108 |
|
|
2019
Q3 | $2.52M | Buy |
15,765
+374
| +2% | +$59.7K | 0.11% | 103 |
|
|
2019
Q2 | $2.42M | Sell |
15,391
-2,317
| -13% | -$365K | 0.11% | 104 |
|
|
2019
Q1 | $2.68M | Sell |
17,708
-4,876
| -22% | -$738K | 0.19% | 61 |
|
|
2018
Q4 | $2.96M | Sell |
22,584
-26,452
| -54% | -$3.46M | 0.24% | 60 |
|
|
2018
Q3 | $7.65M | Buy |
49,036
+1,335
| +3% | +$208K | 0.54% | 55 |
|
|
2018
Q2 | $7.16M | Sell |
47,701
-760
| -2% | -$114K | 0.52% | 55 |
|
|
2018
Q1 | $6.6M | Sell |
48,461
-7,781
| -14% | -$1.06M | 0.52% | 53 |
|
|
2017
Q4 | $7.58M | Buy |
56,242
+257
| +0.5% | +$34.6K | 0.6% | 50 |
|
|
2017
Q3 | $7M | Sell |
55,985
-199
| -0.4% | -$24.9K | 0.6% | 50 |
|
|
2017
Q2 | $6.86M | Sell |
56,184
-2,661
| -5% | -$325K | 0.58% | 53 |
|
|
2017
Q1 | $6.89M | Buy |
58,845
+4,184
| +8% | +$490K | 0.61% | 52 |
|
|
2016
Q4 | $5.73M | Buy |
54,661
+1,420
| +3% | +$149K | 0.56% | 55 |
|
|
2016
Q3 | $5.55M | Buy |
53,241
+2,830
| +6% | +$295K | 0.66% | 45 |
|
|
2016
Q2 | $5.06M | Buy |
50,411
+2,717
| +6% | +$273K | 0.63% | 45 |
|
|
2016
Q1 | $4.76M | Buy |
47,694
+6,402
| +16% | +$639K | 0.56% | 49 |
|
|
2015
Q4 | $4.11M | Buy |
41,292
+38,646
| +1,461% | +$3.84M | 0.5% | 50 |
|
|
2015
Q3 | $246K | Sell |
2,646
-30
| -1% | -$2.79K | 0.03% | 122 |
|
|
2015
Q2 | $265K | Hold |
2,676
| – | – | 0.04% | 130 |
|
|
2015
Q1 | $265K | Sell |
2,676
-130
| -5% | -$12.9K | 0.04% | 117 |
|
|
2014
Q4 | $268K | Sell |
2,806
-25
| -0.9% | -$2.39K | 0.04% | 111 |
|
|
2014
Q3 | $259K | Buy |
2,831
+240
| +9% | +$22K | 0.04% | 104 |
|
|
2014
Q2 | $236K | Sell |
2,591
-2,719
| -51% | -$248K | 0.04% | 109 |
|
|
2014
Q1 | $460K | Sell |
5,310
-128
| -2% | -$11.1K | 0.08% | 75 |
|
|
2013
Q4 | $467K | Buy |
+5,438
| New | +$467K | 0.07% | 76 |
|