DI
Disciplined Investments’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 | $4.99M | Buy |
11,755
+9
| +0.1% | +$3.82K | 2.11% | 16 |
|
2025
Q1 | $4.24M | Sell |
11,746
-131
| -1% | -$47.3K | 1.95% | 16 |
|
2024
Q4 | $4.77M | Sell |
11,877
-224
| -2% | -$90K | 2.35% | 14 |
|
2024
Q3 | $4.54M | Buy |
12,101
+97
| +0.8% | +$36.4K | 2.24% | 14 |
|
2024
Q2 | $4.38M | Sell |
12,004
-184
| -2% | -$67.1K | 2.33% | 12 |
|
2024
Q1 | $4.11M | Sell |
12,188
-97
| -0.8% | -$32.7K | 2.24% | 13 |
|
2023
Q4 | $3.72M | Sell |
12,285
-2,967
| -19% | -$899K | 2.18% | 13 |
|
2023
Q3 | $4.06M | Sell |
15,252
-1,656
| -10% | -$440K | 2.47% | 11 |
|
2023
Q2 | $4.65M | Sell |
16,908
-24,696
| -59% | -$6.8M | 2.49% | 7 |
|
2023
Q1 | $10.2M | Buy |
41,604
+350
| +0.8% | +$85.5K | 4.28% | 1 |
|
2022
Q4 | $8.84M | Buy |
41,254
+2,286
| +6% | +$490K | 4.32% | 1 |
|
2022
Q3 | $8.2M | Buy |
38,968
+933
| +2% | +$196K | 3.77% | 2 |
|
2022
Q2 | $8.32M | Buy |
38,035
+643
| +2% | +$141K | 3.76% | 2 |
|
2022
Q1 | $10.4M | Buy |
37,392
+336
| +0.9% | +$93.3K | 4.29% | 1 |
|
2021
Q4 | $11.3M | Sell |
37,056
-158
| -0.4% | -$48.3K | 4.99% | 2 |
|
2021
Q3 | $10.2M | Sell |
37,214
-346
| -0.9% | -$94.8K | 4.95% | 2 |
|
2021
Q2 | $10.2M | Buy |
37,560
+735
| +2% | +$200K | 5.24% | 2 |
|
2021
Q1 | $8.95M | Sell |
36,825
-15
| -0% | -$3.65K | 5.27% | 2 |
|
2020
Q4 | $8.88M | Sell |
36,840
-584
| -2% | -$141K | 5.93% | 2 |
|
2020
Q3 | $8.12M | Sell |
37,424
-1,316
| -3% | -$285K | 5.99% | 2 |
|
2020
Q2 | $7.44M | Sell |
38,740
-1,993
| -5% | -$383K | 5.79% | 2 |
|
2020
Q1 | $6.14M | Buy |
40,733
+3,692
| +10% | +$556K | 5.84% | 2 |
|
2019
Q4 | $6.52M | Buy |
+37,041
| New | +$6.52M | 5.5% | 2 |
|