Diversified Portfolios Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Diversified Portfolios Inc’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.18M	Sell	9,846 -280	-3%	-$119K	0.4%	44
2025 Q1	$3.66M	Sell	10,126 -122	-1%	-$44.1K	0.38%	45
2024 Q4	$4.12M	Buy	10,248 +166	+2%	+$66.7K	0.45%	45
2024 Q3	$3.78M	Sell	10,082 -118	-1%	-$44.3K	0.43%	43
2024 Q2	$3.72M	Sell	10,200 -53	-0.5%	-$19.3K	0.49%	39
2024 Q1	$3.46M	Sell	10,253 -259	-2%	-$87.3K	0.49%	38
2023 Q4	$3.19M	Sell	10,512 -24	-0.2%	-$7.28K	0.5%	38
2023 Q3	$2.8M	Sell	10,536 -50	-0.5%	-$13.3K	0.53%	36
2023 Q2	$2.91M	Sell	10,586 -821	-7%	-$226K	0.58%	33
2023 Q1	$2.79M	Buy	11,407 +2,092	+22%	+$511K	0.62%	29
2022 Q4	$2M	Sell	9,315 -408	-4%	-$87.4K	0.46%	33
2022 Q3	$2.05M	Sell	9,723 -18	-0.2%	-$3.79K	0.55%	31
2022 Q2	$2.13M	Sell	9,741 -65	-0.7%	-$14.2K	0.59%	30
2022 Q1	$2.72M	Buy	9,806 +533	+6%	+$148K	0.65%	29
2021 Q4	$2.83M	Sell	9,273 -3,974	-30%	-$1.21M	0.68%	27
2021 Q3	$3.63M	Sell	13,247 -238	-2%	-$65.2K	1%	18
2021 Q2	$3.66M	Sell	13,485 -376	-3%	-$102K	1.38%	14
2021 Q1	$3.37M	Sell	13,861 -509	-4%	-$124K	1.11%	15
2020 Q4	$3.47M	Sell	14,370 -3,074	-18%	-$741K	1.24%	14
2020 Q3	$3.78M	Sell	17,444 -425	-2%	-$92.2K	1.64%	12
2020 Q2	$3.43M	Sell	17,869 -106	-0.6%	-$20.3K	1.64%	11
2020 Q1	$2.71M	Sell	17,975 -120	-0.7%	-$18.1K	1.5%	12
2019 Q4	$3.18M	Sell	18,095 -144	-0.8%	-$25.3K	1.51%	12
2019 Q3	$2.91M	Sell	18,239 -577	-3%	-$92.1K	1.47%	12
2019 Q2	$2.96M	Sell	18,816 -85	-0.4%	-$13.4K	1.63%	10
2019 Q1	$2.86M	Sell	18,901 -344	-2%	-$52.1K	1.59%	12
2018 Q4	$2.52M	Sell	19,245 -977	-5%	-$128K	1.56%	11
2018 Q3	$3.15M	Buy	20,222 +14	+0.1%	+$2.18K	1.74%	10
2018 Q2	$2.91M	Sell	20,208 -568	-3%	-$81.7K	1.66%	10
2018 Q1	$2.83M	Sell	20,776 -1,290	-6%	-$176K	1.63%	10
2017 Q4	$2.97M	Sell	22,066 -2,958	-12%	-$398K	1.62%	10
2017 Q3	$3.13M	Buy	25,024 +594	+2%	+$74.3K	1.78%	10
2017 Q2	$2.91M	Sell	24,430 -1,214	-5%	-$145K	1.73%	11
2017 Q1	$2.92M	Sell	25,644 -3,295	-11%	-$375K	1.76%	11
2016 Q4	$3.04M	Sell	28,939 -3,133	-10%	-$329K	1.87%	11
2016 Q3	$3.34M	Sell	32,072 -912	-3%	-$95K	2.09%	12
2016 Q2	$3.31M	Sell	32,984 -228	-0.7%	-$22.9K	2.06%	12
2016 Q1	$3.31M	Sell	33,212 -1,268	-4%	-$127K	2.09%	12
2015 Q4	$3.43M	Sell	34,480 -794	-2%	-$79K	2.19%	11
2015 Q3	$3.28M	Sell	35,274 -344	-1%	-$32K	2.18%	12
2015 Q2	$3.59M	Sell	35,618 -60	-0.2%	-$6.05K	2.26%	12
2015 Q1	$3.53M	Sell	35,678 -2,127	-6%	-$210K	2.23%	12
2014 Q4	$3.62M	Buy	+37,805	New	+$3.62M	2.15%	12