Edgemoor Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Hold |
3,762
| – | – | 0.14% | 83 |
|
|
2025
Q1 | $1.36M | Sell |
3,762
-310
| -8% | -$112K | 0.12% | 82 |
|
|
2024
Q4 | $1.64M | Hold |
4,072
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $1.53M | Buy |
4,072
+120
| +3% | +$45K | 0.13% | 77 |
|
|
2024
Q2 | $1.44M | Sell |
3,952
-30
| -0.8% | -$10.9K | 0.13% | 77 |
|
|
2024
Q1 | $1.34M | Hold |
3,982
| – | – | 0.13% | 80 |
|
|
2023
Q4 | $1.21M | Hold |
3,982
| – | – | 0.13% | 82 |
|
|
2023
Q3 | $1.06M | Buy |
3,982
+465
| +13% | +$124K | 0.13% | 84 |
|
|
2023
Q2 | $968K | Hold |
3,517
| – | – | 0.11% | 85 |
|
|
2023
Q1 | $859K | Sell |
3,517
-957
| -21% | -$234K | 0.1% | 88 |
|
|
2022
Q4 | $959K | Buy |
4,474
+807
| +22% | +$173K | 0.12% | 89 |
|
|
2022
Q3 | $772K | Hold |
3,667
| – | – | 0.1% | 87 |
|
|
2022
Q2 | $802K | Hold |
3,667
| – | – | 0.1% | 93 |
|
|
2022
Q1 | $1.02M | Buy |
+3,667
| New | +$1.02M | 0.11% | 87 |
|
|
2017
Q4 | – | Sell |
-2,568
| Closed | -$321K | – | 150 |
|
|
2017
Q3 | $321K | Hold |
2,568
| – | – | 0.04% | 115 |
|
|
2017
Q2 | $306K | Buy |
+2,568
| New | +$306K | 0.04% | 115 |
|
|
2016
Q1 | – | Sell |
-2,568
| Closed | -$255K | – | 129 |
|
|
2015
Q4 | $255K | Hold |
2,568
| – | – | 0.04% | 122 |
|
|
2015
Q3 | $239K | Hold |
2,568
| – | – | 0.04% | 129 |
|
|
2015
Q2 | $254K | Hold |
2,568
| – | – | 0.04% | 125 |
|
|
2015
Q1 | $254K | Hold |
2,568
| – | – | 0.04% | 121 |
|
|
2014
Q4 | $246K | Hold |
2,568
| – | – | 0.04% | 124 |
|
|
2014
Q3 | $235K | Hold |
2,568
| – | – | 0.03% | 125 |
|
|
2014
Q2 | $234K | Buy |
+2,568
| New | +$234K | 0.03% | 124 |
|