Demars Financial 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 | $889K | Sell |
2,094
-737,234
| -100% | -$313M | 0.34% | 26 |
|
|
2025
Q1 | $2.05M | Sell |
739,328
-95,333
| -11% | -$264K | 0.06% | 60 |
|
|
2024
Q4 | $2.08M | Buy |
834,661
+832,545
| +39,345% | +$2.07M | 0.07% | 57 |
|
|
2024
Q3 | $794K | Sell |
2,116
-262
| -11% | -$98.4K | 0.36% | 26 |
|
|
2024
Q2 | $867K | Sell |
2,378
-19
| -0.8% | -$6.93K | 0.42% | 22 |
|
|
2024
Q1 | $808K | Sell |
2,397
-271
| -10% | -$91.3K | 0.4% | 25 |
|
|
2023
Q4 | $809K | Sell |
2,668
-3,463
| -56% | -$1.05M | 0.43% | 22 |
|
|
2023
Q3 | $1.63M | Buy |
6,131
+403
| +7% | +$107K | 0.93% | 28 |
|
|
2023
Q2 | $1.58M | Sell |
5,728
-147
| -3% | -$40.5K | 0.88% | 28 |
|
|
2023
Q1 | $1.44M | Sell |
5,875
-280
| -5% | -$68.4K | 0.79% | 29 |
|
|
2022
Q4 | $1.32M | Sell |
6,155
-1,830
| -23% | -$392K | 0.73% | 34 |
|
|
2022
Q3 | $1.68M | Sell |
7,985
-24,804
| -76% | -$5.22M | 1% | 28 |
|
|
2022
Q2 | $7.17M | Sell |
32,789
-25,864
| -44% | -$5.66M | 4.09% | 5 |
|
|
2022
Q1 | $16.3M | Buy |
58,653
+20,504
| +54% | +$5.69M | 8.19% | 2 |
|
|
2021
Q4 | $11.7M | Buy |
38,149
+814
| +2% | +$249K | 6.17% | 3 |
|
|
2021
Q3 | $10.2M | Sell |
37,335
-7,915
| -17% | -$2.17M | 6.03% | 2 |
|
|
2021
Q2 | $12.3M | Buy |
45,250
+2,619
| +6% | +$711K | 7.39% | 1 |
|
|
2021
Q1 | $10.4M | Sell |
42,631
-2,231
| -5% | -$542K | 6.97% | 2 |
|
|
2020
Q4 | $10.8M | Sell |
44,862
-4,407
| -9% | -$1.06M | 7.66% | 2 |
|
|
2020
Q3 | $10.7M | Sell |
49,269
-341
| -0.7% | -$74K | 8.14% | 3 |
|
|
2020
Q2 | $9.52M | Sell |
49,610
-4,252
| -8% | -$816K | 7.9% | 3 |
|
|
2020
Q1 | $8.11M | Buy |
53,862
+2,502
| +5% | +$377K | 8.48% | 3 |
|
|
2019
Q4 | $9.04M | Buy |
+51,360
| New | +$9.04M | 8.16% | 3 |
|