DWM
Destination Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
2,916
-268
| -8% | -$114K | 0.04% | 131 |
|
|
2025
Q1 | $1.15M | Buy |
3,184
+92
| +3% | +$33.2K | 0.04% | 127 |
|
|
2024
Q4 | $1.24M | Buy |
3,092
+40
| +1% | +$16.1K | 0.04% | 121 |
|
|
2024
Q3 | $1.15M | Sell |
3,052
-323
| -10% | -$121K | 0.04% | 121 |
|
|
2024
Q2 | $1.23M | Buy |
3,375
+50
| +2% | +$18.2K | 0.04% | 120 |
|
|
2024
Q1 | $1.12M | Sell |
3,325
-581
| -15% | -$196K | 0.04% | 123 |
|
|
2023
Q4 | $1.18M | Buy |
3,906
+799
| +26% | +$242K | 0.04% | 119 |
|
|
2023
Q3 | $826K | Hold |
3,107
| – | – | 0.03% | 121 |
|
|
2023
Q2 | $855K | Sell |
3,107
-445
| -13% | -$122K | 0.03% | 125 |
|
|
2023
Q1 | $868K | Buy |
3,552
+300
| +9% | +$73.3K | 0.03% | 121 |
|
|
2022
Q4 | $697K | Buy |
3,252
+368
| +13% | +$78.8K | 0.03% | 129 |
|
|
2022
Q3 | $607K | Sell |
2,884
-227
| -7% | -$47.8K | 0.03% | 130 |
|
|
2022
Q2 | $680K | Buy |
3,111
+116
| +4% | +$25.4K | 0.03% | 129 |
|
|
2022
Q1 | $832K | Hold |
2,995
| – | – | 0.03% | 119 |
|
|
2021
Q4 | $915K | Hold |
2,995
| – | – | 0.03% | 121 |
|
|
2021
Q3 | $821K | Hold |
2,995
| – | – | 0.03% | 113 |
|
|
2021
Q2 | $813K | Sell |
2,995
-75
| -2% | -$20.4K | 0.03% | 113 |
|
|
2021
Q1 | $746K | Buy |
3,070
+111
| +4% | +$27K | 0.03% | 116 |
|
|
2020
Q4 | $714K | Hold |
2,959
| – | – | 0.03% | 111 |
|
|
2020
Q3 | $642K | Sell |
2,959
-286
| -9% | -$62.1K | 0.03% | 106 |
|
|
2020
Q2 | $623K | Sell |
3,245
-2,910
| -47% | -$559K | 0.03% | 107 |
|
|
2020
Q1 | $927K | Buy |
6,155
+2,397
| +64% | +$361K | 0.06% | 101 |
|
|
2019
Q4 | $661K | Buy |
3,758
+121
| +3% | +$21.3K | 0.03% | 106 |
|
|
2019
Q3 | $581K | Sell |
3,637
-2,250
| -38% | -$359K | 0.03% | 103 |
|
|
2019
Q2 | $926K | Sell |
5,887
-626
| -10% | -$98.5K | 0.05% | 96 |
|
|
2019
Q1 | $986K | Buy |
6,513
+2,416
| +59% | +$366K | 0.06% | 96 |
|
|
2018
Q4 | $536K | Sell |
4,097
-2,034
| -33% | -$266K | 0.03% | 106 |
|
|
2018
Q3 | $956K | Buy |
6,131
+2,162
| +54% | +$337K | 0.05% | 101 |
|
|
2018
Q2 | $571K | Sell |
3,969
-6,301
| -61% | -$906K | 0.03% | 108 |
|
|
2018
Q1 | $937K | Buy |
10,270
+5,167
| +101% | +$471K | 0.06% | 100 |
|
|
2017
Q4 | $687K | Buy |
5,103
+8
| +0.2% | +$1.08K | 0.04% | 105 |
|
|
2017
Q3 | $637K | Buy |
5,095
+25
| +0.5% | +$3.13K | 0.04% | 104 |
|
|
2017
Q2 | $603K | Buy |
5,070
+765
| +18% | +$91K | 0.04% | 105 |
|
|
2017
Q1 | $490K | Sell |
4,305
-3,998
| -48% | -$455K | 0.03% | 110 |
|
|
2016
Q4 | $871K | Buy |
+8,303
| New | +$871K | 0.06% | 91 |
|