Dakota Wealth Management’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 | $15.5M | Sell |
36,469
-147
| -0.4% | -$62.4K | 0.33% | 60 |
|
|
2025
Q1 | $13.2M | Sell |
36,616
-2,555
| -7% | -$923K | 0.31% | 68 |
|
|
2024
Q4 | $15.7M | Sell |
39,171
-19
| -0% | -$7.63K | 0.36% | 57 |
|
|
2024
Q3 | $14.7M | Sell |
39,190
-422
| -1% | -$158K | 0.33% | 67 |
|
|
2024
Q2 | $14.4M | Sell |
39,612
-786
| -2% | -$287K | 0.34% | 54 |
|
|
2024
Q1 | $13.6M | Sell |
40,398
-2,641
| -6% | -$890K | 0.34% | 65 |
|
|
2023
Q4 | $13M | Sell |
43,039
-742
| -2% | -$225K | 0.51% | 47 |
|
|
2023
Q3 | $11.6M | Sell |
43,781
-4,004
| -8% | -$1.07M | 0.51% | 47 |
|
|
2023
Q2 | $13.1M | Sell |
47,785
-473
| -1% | -$130K | 0.62% | 41 |
|
|
2023
Q1 | $11.8M | Sell |
48,258
-5,840
| -11% | -$1.43M | 0.79% | 29 |
|
|
2022
Q4 | $11.6M | Sell |
54,098
-4,084
| -7% | -$875K | 0.82% | 24 |
|
|
2022
Q3 | $12.2M | Sell |
58,182
-24,002
| -29% | -$5.05M | 0.99% | 17 |
|
|
2022
Q2 | $18M | Sell |
82,184
-13,603
| -14% | -$2.98M | 1.65% | 8 |
|
|
2022
Q1 | $26.6M | Sell |
95,787
-1,475
| -2% | -$409K | 2.16% | 4 |
|
|
2021
Q4 | $29.7M | Sell |
97,262
-3,685
| -4% | -$1.13M | 3.14% | 4 |
|
|
2021
Q3 | $27.7M | Sell |
100,947
-2,884
| -3% | -$790K | 3.18% | 4 |
|
|
2021
Q2 | $28.2M | Sell |
103,831
-704
| -0.7% | -$191K | 3.36% | 4 |
|
|
2021
Q1 | $25.4M | Sell |
104,535
-15,557
| -13% | -$3.78M | 3.33% | 3 |
|
|
2020
Q4 | $29M | Sell |
120,092
-8,910
| -7% | -$2.15M | 3.77% | 2 |
|
|
2020
Q3 | $28M | Sell |
129,002
-4,539
| -3% | -$984K | 4.41% | 1 |
|
|
2020
Q2 | $25.6M | Buy |
133,541
+23,995
| +22% | +$4.61M | 4.39% | 1 |
|
|
2020
Q1 | $16.5M | Sell |
109,546
-4,858
| -4% | -$732K | 3.6% | 1 |
|
|
2019
Q4 | $20.1M | Sell |
114,404
-2,425
| -2% | -$427K | 3.23% | 3 |
|
|
2019
Q3 | $18.6M | Buy |
116,829
+26,839
| +30% | +$4.28M | 3.21% | 3 |
|
|
2019
Q2 | $14.2M | Sell |
89,990
-3,814
| -4% | -$600K | 2.71% | 3 |
|
|
2019
Q1 | $14.2M | Sell |
93,804
-4,493
| -5% | -$680K | 2.82% | 3 |
|
|
2018
Q4 | $15.3M | Buy |
98,297
+8
| +0% | +$1.25K | 3.46% | 4 |
|
|
2018
Q3 | $15.3M | Sell |
98,289
-5,204
| -5% | -$812K | 3.45% | 4 |
|
|
2018
Q2 | $14.9M | Buy |
103,493
+5,497
| +6% | +$791K | 4.14% | 4 |
|
|
2018
Q1 | $13.3M | Buy |
97,996
+37,949
| +63% | +$5.16M | 6.88% | 3 |
|
|
2017
Q4 | $8.09M | Sell |
60,047
-561
| -0.9% | -$75.6K | 4.29% | 8 |
|
|
2017
Q3 | $7.58M | Buy |
60,608
+1,101
| +2% | +$138K | 4.1% | 11 |
|
|
2017
Q2 | $7.08M | Sell |
59,507
-1,816
| -3% | -$216K | 3.91% | 11 |
|
|
2017
Q1 | $6.98M | Sell |
61,323
-867
| -1% | -$98.7K | 4.08% | 9 |
|
|
2016
Q4 | $6.52M | Sell |
62,190
-477
| -0.8% | -$50K | 4.21% | 11 |
|
|
2016
Q3 | $6.53M | Sell |
62,667
-2,120
| -3% | -$221K | 4.24% | 10 |
|
|
2016
Q2 | $6.5M | Buy |
64,787
+1,302
| +2% | +$131K | 4.37% | 9 |
|
|
2016
Q1 | $6.34M | Sell |
63,485
-493
| -0.8% | -$49.2K | 4.55% | 7 |
|
|
2015
Q4 | $6.37M | Sell |
63,978
-1,182
| -2% | -$118K | 4.31% | 10 |
|
|
2015
Q3 | $6.06M | Sell |
65,160
-9,495
| -13% | -$883K | 4.15% | 12 |
|
|
2015
Q2 | $7.39M | Buy |
74,655
+2,247
| +3% | +$222K | 4.47% | 9 |
|
|
2015
Q1 | $7.16M | Buy |
72,408
+2,439
| +3% | +$241K | 4.26% | 10 |
|
|
2014
Q4 | $6.69M | Buy |
+69,969
| New | +$6.69M | 4.18% | 11 |
|