Curtis Advisory 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 | $21.5M | Buy |
50,552
+4,274
| +9% | +$1.81M | 5.39% | 5 |
|
|
2025
Q1 | $16.7M | Sell |
46,278
-382
| -0.8% | -$138K | 4.91% | 4 |
|
|
2024
Q4 | $18.7M | Sell |
46,660
-202
| -0.4% | -$81.1K | 4.96% | 4 |
|
|
2024
Q3 | $17.6M | Buy |
46,862
+4
| +0% | +$1.5K | 4.99% | 4 |
|
|
2024
Q2 | $17.1M | Sell |
46,858
-493
| -1% | -$180K | 6.02% | 3 |
|
|
2024
Q1 | $16M | Buy |
47,351
+17,015
| +56% | +$5.73M | 6.18% | 3 |
|
|
2023
Q4 | $9.2M | Sell |
30,336
-408
| -1% | -$124K | 4.2% | 5 |
|
|
2023
Q3 | $8.18M | Sell |
30,744
-7
| -0% | -$1.86K | 2.72% | 7 |
|
|
2023
Q2 | $8.46M | Buy |
30,751
+9,846
| +47% | +$2.71M | 2.71% | 7 |
|
|
2023
Q1 | $5.11M | Buy |
20,905
+50
| +0.2% | +$12.2K | 1.87% | 14 |
|
|
2022
Q4 | $4.47M | Buy |
20,855
+2,423
| +13% | +$519K | 1.79% | 15 |
|
|
2022
Q3 | $3.88M | Buy |
18,432
+3,515
| +24% | +$740K | 1.59% | 17 |
|
|
2022
Q2 | $3.26M | Buy |
14,917
+2,610
| +21% | +$571K | 1.29% | 17 |
|
|
2022
Q1 | $3.42M | Sell |
12,307
-100
| -0.8% | -$27.8K | 1.15% | 16 |
|
|
2021
Q4 | $3.79M | Sell |
12,407
-1
| -0% | -$306 | 1.24% | 16 |
|
|
2021
Q3 | $3.4M | Buy |
12,408
+187
| +2% | +$51.2K | 1.24% | 16 |
|
|
2021
Q2 | $3.32M | Sell |
12,221
-26
| -0.2% | -$7.06K | 1.44% | 15 |
|
|
2021
Q1 | $2.98M | Sell |
12,247
-69
| -0.6% | -$16.8K | 1.32% | 19 |
|
|
2020
Q4 | $2.97M | Sell |
12,316
-3
| -0% | -$723 | 1.45% | 13 |
|
|
2020
Q3 | $2.67M | Sell |
12,319
-182
| -1% | -$39.5K | 1.58% | 13 |
|
|
2020
Q2 | $2.4M | Sell |
12,501
-65,910
| -84% | -$12.7M | 1.72% | 12 |
|
|
2020
Q1 | $11.8M | Buy |
78,411
+691
| +0.9% | +$104K | 7.8% | 4 |
|
|
2019
Q4 | $13.7M | Buy |
+77,720
| New | +$13.7M | 7.86% | 4 |
|