Diversified’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $903K | Buy |
2,405
+79
| +3% | +$29.7K | 0.1% | 79 |
|
|
2024
Q2 | $848K | Buy |
2,326
+118
| +5% | +$43K | 0.1% | 78 |
|
|
2024
Q1 | $744K | Buy |
2,208
+116
| +6% | +$39.1K | 0.1% | 60 |
|
|
2023
Q4 | $634K | Buy |
2,092
+58
| +3% | +$17.6K | 0.14% | 59 |
|
|
2023
Q3 | $541K | Buy |
2,034
+136
| +7% | +$36.2K | 0.14% | 63 |
|
|
2023
Q2 | $522K | Hold |
1,898
| – | – | 0.13% | 65 |
|
|
2023
Q1 | $464K | Sell |
1,898
-2,106
| -53% | -$515K | 0.17% | 76 |
|
|
2022
Q4 | $858K | Buy |
4,004
+1,426
| +55% | +$306K | 0.34% | 41 |
|
|
2022
Q3 | $542K | Buy |
2,578
+1,204
| +88% | +$253K | 0.27% | 48 |
|
|
2022
Q2 | $300K | Sell |
1,374
-28
| -2% | -$6.11K | 0.12% | 80 |
|
|
2022
Q1 | $1.4M | Buy |
1,402
+11
| +0.8% | +$11K | 0.57% | 32 |
|
|
2021
Q4 | $426K | Buy |
+1,391
| New | +$426K | 0.18% | 74 |
|
|
2021
Q2 | – | Sell |
-896
| Closed | -$225K | – | 105 |
|
|
2021
Q1 | $225K | Sell |
896
-1,741
| -66% | -$437K | 0.17% | 92 |
|
|
2020
Q4 | $623K | Buy |
+2,637
| New | +$623K | 0.53% | 36 |
|