Edgewood Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,300
| Closed | -$5.74M | – | 86 |
|
|
2024
Q4 | $5.74M | Buy |
+14,300
| New | +$5.74M | 0.02% | 38 |
|
|
2024
Q1 | – | Sell |
-7,733
| Closed | -$2.34M | – | 80 |
|
|
2023
Q4 | $2.34M | Buy |
7,733
+4,253
| +122% | +$1.29M | 0.01% | 45 |
|
|
2023
Q3 | $926K | Hold |
3,480
| – | – | ﹤0.01% | 57 |
|
|
2023
Q2 | $958K | Buy |
3,480
+725
| +26% | +$200K | ﹤0.01% | 55 |
|
|
2023
Q1 | $673K | Sell |
2,755
-611,051
| -100% | -$149M | ﹤0.01% | 62 |
|
|
2022
Q4 | $132M | Buy |
613,806
+608,996
| +12,661% | +$130M | 0.47% | 23 |
|
|
2022
Q3 | $1.01M | Sell |
4,810
-52,198
| -92% | -$11M | ﹤0.01% | 49 |
|
|
2022
Q2 | $12.5M | Buy |
+57,008
| New | +$12.5M | 0.04% | 28 |
|
|
2022
Q1 | – | Sell |
-27,368
| Closed | -$8.36M | – | 86 |
|
|
2021
Q4 | $8.36M | Buy |
+27,368
| New | +$8.36M | 0.01% | 30 |
|
|
2020
Q2 | – | Sell |
-4,390
| Closed | -$661K | – | 79 |
|
|
2020
Q1 | $661K | Sell |
4,390
-7,902
| -64% | -$1.19M | ﹤0.01% | 54 |
|
|
2019
Q4 | $2.16M | Buy |
+12,292
| New | +$2.16M | 0.01% | 41 |
|
|
2019
Q1 | – | Sell |
-146,654
| Closed | -$19.2M | – | 69 |
|
|
2018
Q4 | $19.2M | Buy |
+146,654
| New | +$19.2M | 0.08% | 27 |
|
|
2018
Q1 | – | Sell |
-2,309
| Closed | -$311K | – | 76 |
|
|
2017
Q4 | $311K | Buy |
+2,309
| New | +$311K | ﹤0.01% | 64 |
|
|
2017
Q1 | – | Sell |
-2,641
| Closed | -$277K | – | 83 |
|
|
2016
Q4 | $277K | Buy |
+2,641
| New | +$277K | ﹤0.01% | 69 |
|
|
2016
Q1 | – | Sell |
-4,050
| Closed | -$403K | – | 78 |
|
|
2015
Q4 | $403K | Buy |
+4,050
| New | +$403K | ﹤0.01% | 61 |
|
|
2015
Q1 | – | Sell |
-4,274
| Closed | -$409K | – | 79 |
|
|
2014
Q4 | $409K | Buy |
+4,274
| New | +$409K | ﹤0.01% | 61 |
|
|
2014
Q1 | – | Sell |
-8,164
| Closed | -$702K | – | 84 |
|
|
2013
Q4 | $702K | Buy |
+8,164
| New | +$702K | 0.01% | 45 |
|