Edgewood Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-93,208
| Closed | -$11M | – | 90 |
|
|
2025
Q4 | $11M | Buy |
+93,208
| New | +$11M | 0.05% | 28 |
|
|
2025
Q1 | – | Sell |
-57,200
| Closed | -$5.74M | – | 86 |
|
|
2024
Q4 | $5.74M | Buy |
+57,200
| New | +$5.63M | 0.02% | 38 |
|
|
2024
Q1 | – | Sell |
-30,932
| Closed | -$2.34M | – | 80 |
|
|
2023
Q4 | $2.34M | Buy |
30,932
+17,012
| +122% | +$1.2M | 0.01% | 45 |
|
|
2023
Q3 | $926K | Hold |
13,920
| – | – | ﹤0.01% | 57 |
|
|
2023
Q2 | $958K | Buy |
13,920
+2,900
| +26% | +$184K | ﹤0.01% | 55 |
|
|
2023
Q1 | $673K | Sell |
11,020
-2,444,204
| -100% | -$141M | ﹤0.01% | 62 |
|
|
2022
Q4 | $132M | Buy |
2,455,224
+2,435,984
| +12,661% | +$134M | 0.47% | 23 |
|
|
2022
Q3 | $1.01M | Sell |
19,240
-208,792
| -92% | -$12.3M | ﹤0.01% | 49 |
|
|
2022
Q2 | $12.5M | Buy |
+228,032
| New | +$13.7M | 0.04% | 28 |
|
|
2022
Q1 | – | Sell |
-109,472
| Closed | -$8.36M | – | 86 |
|
|
2021
Q4 | $8.36M | Buy |
+109,472
| New | +$8.12M | 0.01% | 30 |
|
|
2020
Q2 | – | Sell |
-17,560
| Closed | -$661K | – | 79 |
|
|
2020
Q1 | $661K | Sell |
17,560
-31,608
| -64% | -$1.36M | ﹤0.01% | 54 |
|
|
2019
Q4 | $2.16M | Buy |
+49,168
| New | +$2.05M | 0.01% | 41 |
|
|
2019
Q1 | – | Sell |
-586,616
| Closed | -$19.2M | – | 69 |
|
|
2018
Q4 | $19.2M | Buy |
+586,616
| New | +$20.7M | 0.08% | 27 |
|
|
2018
Q1 | – | Sell |
-9,236
| Closed | -$311K | – | 76 |
|
|
2017
Q4 | $311K | Buy |
+9,236
| New | +$303K | ﹤0.01% | 64 |
|
|
2017
Q1 | – | Sell |
-10,564
| Closed | -$277K | – | 83 |
|
|
2016
Q4 | $277K | Buy |
+10,564
| New | +$274K | ﹤0.01% | 69 |
|
|
2016
Q1 | – | Sell |
-16,200
| Closed | -$403K | – | 78 |
|
|
2015
Q4 | $403K | Buy |
+16,200
| New | +$404K | ﹤0.01% | 61 |
|
|
2015
Q1 | – | Sell |
-17,096
| Closed | -$409K | – | 79 |
|
|
2014
Q4 | $409K | Buy |
+17,096
| New | +$400K | ﹤0.01% | 61 |
|
|
2014
Q1 | – | Sell |
-32,656
| Closed | -$702K | – | 84 |
|
|
2013
Q4 | $702K | Buy |
+32,656
| New | +$670K | 0.01% | 45 |
|