DCM
Dimension Capital 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 | $7.36M | Sell |
17,335
-739
| -4% | -$314K | 1.14% | 17 |
|
|
2025
Q1 | $6.53M | Hold |
18,074
| – | – | 1.16% | 20 |
|
|
2024
Q4 | $7.26M | Buy |
18,074
+634
| +4% | +$255K | 1.17% | 18 |
|
|
2024
Q3 | $6.55M | Buy |
17,440
+408
| +2% | +$153K | 1.22% | 18 |
|
|
2024
Q2 | $6.21M | Buy |
17,032
+353
| +2% | +$129K | 1.26% | 18 |
|
|
2024
Q1 | $5.62M | Buy |
16,679
+1,692
| +11% | +$570K | 1.12% | 18 |
|
|
2023
Q4 | $4.54M | Buy |
14,987
+696
| +5% | +$211K | 0.95% | 20 |
|
|
2023
Q3 | $3.8M | Hold |
14,291
| – | – | 0.89% | 19 |
|
|
2023
Q2 | $3.93M | Buy |
14,291
+1,287
| +10% | +$354K | 0.85% | 18 |
|
|
2023
Q1 | $3.18M | Hold |
13,004
| – | – | 0.73% | 20 |
|
|
2022
Q4 | $2.79M | Buy |
13,004
+223
| +2% | +$47.8K | 0.65% | 20 |
|
|
2022
Q3 | $2.69M | Hold |
12,781
| – | – | 0.65% | 21 |
|
|
2022
Q2 | $2.8M | Hold |
12,781
| – | – | 0.63% | 21 |
|
|
2022
Q1 | $3.55M | Buy |
12,781
+688
| +6% | +$191K | 0.66% | 22 |
|
|
2021
Q4 | $3.7M | Sell |
12,093
-244
| -2% | -$74.6K | 0.69% | 20 |
|
|
2021
Q3 | $3.38M | Hold |
12,337
| – | – | 0.7% | 21 |
|
|
2021
Q2 | $3.35M | Hold |
12,337
| – | – | 0.73% | 20 |
|
|
2021
Q1 | $3M | Buy |
12,337
+1,865
| +18% | +$453K | 0.71% | 21 |
|
|
2020
Q4 | $2.53M | Hold |
10,472
| – | – | 0.72% | 19 |
|
|
2020
Q3 | $2.27M | Hold |
10,472
| – | – | 0.71% | 23 |
|
|
2020
Q2 | $2.01M | Hold |
10,472
| – | – | 0.64% | 26 |
|
|
2020
Q1 | $1.58M | Sell |
10,472
-80
| -0.8% | -$12.1K | 0.57% | 23 |
|
|
2019
Q4 | $1.86M | Buy |
10,552
+1,695
| +19% | +$298K | 0.54% | 26 |
|
|
2019
Q3 | $1.41M | Hold |
8,857
| – | – | 0.48% | 29 |
|
|
2019
Q2 | $1.39M | Buy |
8,857
+400
| +5% | +$62.9K | 0.47% | 30 |
|
|
2019
Q1 | $1.28M | Hold |
8,457
| – | – | 0.54% | 30 |
|
|
2018
Q4 | $1.11M | Hold |
8,457
| – | – | 0.54% | 28 |
|
|
2018
Q3 | $1.32M | Hold |
8,457
| – | – | 0.63% | 26 |
|
|
2018
Q2 | $1.22M | Hold |
8,457
| – | – | 0.67% | 26 |
|
|
2018
Q1 | $1.15M | Buy |
8,457
+6,040
| +250% | +$822K | 0.64% | 24 |
|
|
2017
Q4 | $326K | Buy |
+2,417
| New | +$326K | 0.2% | 68 |
|