DAS
Dynamic Advisor Solutions’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 | $5.4M | Sell |
12,712
-1,138
| -8% | -$483K | 0.17% | 147 |
|
|
2025
Q1 | $5M | Sell |
13,850
-94
| -0.7% | -$33.9K | 0.16% | 153 |
|
|
2024
Q4 | $5.6M | Sell |
13,944
-3,009
| -18% | -$1.21M | 0.24% | 98 |
|
|
2024
Q3 | $6.36M | Sell |
16,953
-322
| -2% | -$121K | 0.19% | 128 |
|
|
2024
Q2 | $6.3M | Sell |
17,275
-157
| -0.9% | -$57.2K | 0.2% | 123 |
|
|
2024
Q1 | $5.88M | Buy |
17,432
+75
| +0.4% | +$25.3K | 0.2% | 135 |
|
|
2023
Q4 | $5.12M | Buy |
17,357
+4,617
| +36% | +$1.36M | 0.19% | 155 |
|
|
2023
Q3 | $3.39M | Sell |
12,740
-46
| -0.4% | -$12.2K | 0.16% | 169 |
|
|
2023
Q2 | $3.52M | Sell |
12,786
-310
| -2% | -$85.3K | 0.18% | 154 |
|
|
2023
Q1 | $3.2M | Sell |
13,096
-876
| -6% | -$214K | 0.19% | 146 |
|
|
2022
Q4 | $2.99M | Sell |
13,972
-487
| -3% | -$104K | 0.2% | 124 |
|
|
2022
Q3 | $3.04M | Sell |
14,459
-351
| -2% | -$73.8K | 0.23% | 105 |
|
|
2022
Q2 | $3.24M | Buy |
14,810
+940
| +7% | +$206K | 0.25% | 96 |
|
|
2022
Q1 | $3.85M | Buy |
13,870
+2,876
| +26% | +$799K | 0.27% | 86 |
|
|
2021
Q4 | $3.36M | Sell |
10,994
-310
| -3% | -$94.7K | 0.24% | 100 |
|
|
2021
Q3 | $3.1M | Sell |
11,304
-146
| -1% | -$40K | 0.23% | 102 |
|
|
2021
Q2 | $3.11M | Buy |
11,450
+496
| +5% | +$135K | 0.25% | 100 |
|
|
2021
Q1 | $2.66M | Sell |
10,954
-752
| -6% | -$183K | 0.25% | 103 |
|
|
2020
Q4 | $2.82M | Buy |
11,706
+5,024
| +75% | +$1.21M | 0.26% | 101 |
|
|
2020
Q3 | $1.45M | Buy |
6,682
+1
| +0% | +$217 | 0.16% | 154 |
|
|
2020
Q2 | $1.28M | Buy |
6,681
+1,534
| +30% | +$295K | 0.17% | 147 |
|
|
2020
Q1 | $775K | Sell |
5,147
-522
| -9% | -$78.6K | 0.14% | 182 |
|
|
2019
Q4 | $997K | Buy |
5,669
+14
| +0.2% | +$2.46K | 0.14% | 191 |
|
|
2019
Q3 | $903K | Buy |
5,655
+3,263
| +136% | +$521K | 0.14% | 182 |
|
|
2019
Q2 | $376K | Buy |
2,392
+971
| +68% | +$153K | 0.06% | 315 |
|
|
2019
Q1 | $215K | Buy |
+1,421
| New | +$215K | 0.04% | 364 |
|
|
2018
Q4 | – | Sell |
-2,263
| Closed | -$353K | – | 422 |
|
|
2018
Q3 | $353K | Buy |
2,263
+17
| +0.8% | +$2.65K | 0.07% | 268 |
|
|
2018
Q2 | $323K | Hold |
2,246
| – | – | 0.07% | 281 |
|
|
2018
Q1 | $306K | Buy |
2,246
+434
| +24% | +$59.1K | 0.08% | 253 |
|
|
2017
Q4 | $244K | Buy |
+1,812
| New | +$244K | 0.08% | 220 |
|