Custos Family Office’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 | $2.89M | Sell |
6,808
-443
| -6% | -$188K | 0.92% | 22 |
|
|
2025
Q1 | $2.62M | Sell |
7,251
-302
| -4% | -$109K | 0.93% | 22 |
|
|
2024
Q4 | $3.03M | Sell |
7,553
-1,251
| -14% | -$502K | 1.06% | 21 |
|
|
2024
Q3 | $3.3M | Sell |
8,804
-184
| -2% | -$69.1K | 1.2% | 21 |
|
|
2024
Q2 | $3.28M | Sell |
8,988
-120
| -1% | -$43.7K | 1.31% | 21 |
|
|
2024
Q1 | $3.07M | Sell |
9,108
-479
| -5% | -$161K | 1.58% | 16 |
|
|
2023
Q4 | $2.91M | Buy |
9,587
+5,137
| +115% | +$1.56M | 1.51% | 17 |
|
|
2023
Q3 | $1.18M | Sell |
4,450
-48
| -1% | -$12.8K | 0.8% | 15 |
|
|
2023
Q2 | $1.24M | Buy |
4,498
+2,513
| +127% | +$692K | 0.8% | 15 |
|
|
2023
Q1 | $485K | Sell |
1,985
-185
| -9% | -$45.2K | 0.34% | 22 |
|
|
2022
Q4 | $465K | Sell |
2,170
-49
| -2% | -$10.5K | 0.37% | 24 |
|
|
2022
Q3 | $467K | Buy |
+2,219
| New | +$467K | 0.46% | 15 |
|
|
2022
Q2 | – | Sell |
-721
| Closed | -$200K | – | 25 |
|
|
2022
Q1 | $200K | Buy |
721
+1
| +0.1% | +$277 | 0.16% | 26 |
|
|
2021
Q4 | $220K | Buy |
+720
| New | +$220K | 0.2% | 28 |
|