DHJJ Financial Advisors’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 | $6.94M | Sell |
16,342
-201
| -1% | -$85.3K | 2.51% | 7 |
|
|
2025
Q1 | $5.97M | Sell |
16,543
-240
| -1% | -$86.7K | 2.41% | 9 |
|
|
2024
Q4 | $6.74M | Sell |
16,783
-372
| -2% | -$149K | 2.63% | 6 |
|
|
2024
Q3 | $6.44M | Sell |
17,155
-274
| -2% | -$103K | 2.55% | 7 |
|
|
2024
Q2 | $6.35M | Buy |
17,429
+20
| +0.1% | +$7.29K | 2.68% | 6 |
|
|
2024
Q1 | $5.87M | Sell |
17,409
-180
| -1% | -$60.7K | 2.6% | 8 |
|
|
2023
Q4 | $5.33M | Sell |
17,589
-219
| -1% | -$66.4K | 2.49% | 10 |
|
|
2023
Q3 | $4.74M | Buy |
17,808
+519
| +3% | +$138K | 2.41% | 10 |
|
|
2023
Q2 | $4.76M | Sell |
17,289
-12
| -0.1% | -$3.3K | 2.48% | 10 |
|
|
2023
Q1 | $4.23M | Sell |
17,301
-218
| -1% | -$53.3K | 2.29% | 10 |
|
|
2022
Q4 | $3.75M | Buy |
17,519
+1,741
| +11% | +$373K | 2.15% | 10 |
|
|
2022
Q3 | $3.32M | Buy |
15,778
+43
| +0.3% | +$9.05K | 1.94% | 11 |
|
|
2022
Q2 | $3.44M | Buy |
15,735
+574
| +4% | +$126K | 1.92% | 11 |
|
|
2022
Q1 | $4.22M | Sell |
15,161
-114
| -0.7% | -$31.7K | 2.02% | 11 |
|
|
2021
Q4 | $4.67M | Buy |
15,275
+73
| +0.5% | +$22.3K | 2.19% | 10 |
|
|
2021
Q3 | $4.17M | Buy |
15,202
+72
| +0.5% | +$19.7K | 2.15% | 10 |
|
|
2021
Q2 | $4.11M | Sell |
15,130
-1,068
| -7% | -$290K | 2.17% | 10 |
|
|
2021
Q1 | $3.94M | Sell |
16,198
-15
| -0.1% | -$3.65K | 2.28% | 10 |
|
|
2020
Q4 | $3.91M | Buy |
+16,213
| New | +$3.91M | 2.46% | 10 |
|