D.B. Root & Company’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 | $541K | Sell |
1,274
-1
| -0.1% | -$425 | 0.16% | 99 |
|
|
2025
Q1 | $460K | Sell |
1,275
-33
| -3% | -$11.9K | 0.15% | 106 |
|
|
2024
Q4 | $525K | Hold |
1,308
| – | – | 0.17% | 97 |
|
|
2024
Q3 | $491K | Hold |
1,308
| – | – | 0.16% | 99 |
|
|
2024
Q2 | $477K | Hold |
1,308
| – | – | 0.16% | 111 |
|
|
2024
Q1 | $441K | Sell |
1,308
-2
| -0.2% | -$674 | 0.15% | 119 |
|
|
2023
Q4 | $397K | Hold |
1,310
| – | – | 0.14% | 125 |
|
|
2023
Q3 | $348K | Sell |
1,310
-105
| -7% | -$27.9K | 0.14% | 128 |
|
|
2023
Q2 | $389K | Buy |
1,415
+2
| +0.1% | +$550 | 0.15% | 128 |
|
|
2023
Q1 | $345K | Hold |
1,413
| – | – | 0.14% | 132 |
|
|
2022
Q4 | $303K | Sell |
1,413
-180
| -11% | -$38.6K | 0.13% | 133 |
|
|
2022
Q3 | $335K | Sell |
1,593
-23
| -1% | -$4.84K | 0.15% | 126 |
|
|
2022
Q2 | $353K | Sell |
1,616
-108
| -6% | -$23.6K | 0.15% | 130 |
|
|
2022
Q1 | $478K | Sell |
1,724
-433
| -20% | -$120K | 0.18% | 124 |
|
|
2021
Q4 | $659K | Sell |
2,157
-173
| -7% | -$52.9K | 0.24% | 108 |
|
|
2021
Q3 | $638K | Sell |
2,330
-272
| -10% | -$74.5K | 0.25% | 107 |
|
|
2021
Q2 | $706K | Sell |
2,602
-448
| -15% | -$122K | 0.26% | 103 |
|
|
2021
Q1 | $741K | Buy |
3,050
+1,022
| +50% | +$248K | 0.29% | 91 |
|
|
2020
Q4 | $489K | Sell |
2,028
-3,105
| -60% | -$749K | 0.2% | 131 |
|
|
2020
Q3 | $1.11M | Sell |
5,133
-2,322
| -31% | -$503K | 0.45% | 52 |
|
|
2020
Q2 | $1.43M | Sell |
7,455
-4,786
| -39% | -$919K | 0.62% | 32 |
|
|
2020
Q1 | $1.84M | Sell |
12,241
-2,060
| -14% | -$310K | 0.93% | 22 |
|
|
2019
Q4 | $2.52M | Buy |
14,301
+393
| +3% | +$69.1K | 1.11% | 15 |
|
|
2019
Q3 | $2.22M | Buy |
13,908
+2,639
| +23% | +$421K | 1.03% | 17 |
|
|
2019
Q2 | $1.77M | Sell |
11,269
-1,585
| -12% | -$249K | 0.79% | 25 |
|
|
2019
Q1 | $1.95M | Sell |
12,854
-10,919
| -46% | -$1.65M | 0.83% | 24 |
|
|
2018
Q4 | $3.11M | Buy |
23,773
+3,234
| +16% | +$423K | 1.55% | 9 |
|
|
2018
Q3 | $3.2M | Sell |
20,539
-472
| -2% | -$73.6K | 1.41% | 11 |
|
|
2018
Q2 | $3.02M | Buy |
21,011
+4,118
| +24% | +$592K | 1.43% | 10 |
|
|
2018
Q1 | $2.3M | Sell |
16,893
-1,174
| -6% | -$160K | 1.21% | 15 |
|
|
2017
Q4 | $2.43M | Buy |
+18,067
| New | +$2.43M | 2.08% | 10 |
|