Eldridge 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 | $5.04M | Buy |
11,880
+68
| +0.6% | +$28.9K | 1.05% | 27 |
|
2025
Q1 | $4.27M | Sell |
11,812
-6
| -0.1% | -$2.17K | 0.98% | 30 |
|
2024
Q4 | $4.75M | Buy |
11,818
+20
| +0.2% | +$8.03K | 1.1% | 23 |
|
2024
Q3 | $4.43M | Sell |
11,798
-285
| -2% | -$107K | 1.04% | 26 |
|
2024
Q2 | $4.4M | Sell |
12,083
-536
| -4% | -$195K | 1.11% | 26 |
|
2024
Q1 | $4.25M | Sell |
12,619
-1,215
| -9% | -$409K | 1.09% | 24 |
|
2023
Q4 | $4.19M | Buy |
13,834
+9,598
| +227% | +$2.91M | 1.1% | 25 |
|
2023
Q3 | $1.13M | Hold |
4,236
| – | – | 0.37% | 55 |
|
2023
Q2 | $1.17M | Buy |
4,236
+15
| +0.4% | +$4.13K | 0.38% | 54 |
|
2023
Q1 | $1.03M | Buy |
4,221
+487
| +13% | +$119K | 0.36% | 57 |
|
2022
Q4 | $800K | Sell |
3,734
-39
| -1% | -$8.36K | 0.28% | 63 |
|
2022
Q3 | $794K | Buy |
3,773
+199
| +6% | +$41.9K | 0.31% | 55 |
|
2022
Q2 | $782K | Buy |
3,574
+251
| +8% | +$54.9K | 0.29% | 57 |
|
2022
Q1 | $923K | Sell |
3,323
-50
| -1% | -$13.9K | 0.31% | 54 |
|
2021
Q4 | $1.03M | Buy |
3,373
+240
| +8% | +$73.4K | 0.34% | 51 |
|
2021
Q3 | $859K | Buy |
3,133
+279
| +10% | +$76.5K | 0.31% | 51 |
|
2021
Q2 | $775K | Buy |
2,854
+535
| +23% | +$145K | 0.28% | 55 |
|
2021
Q1 | $564K | Buy |
2,319
+20
| +0.9% | +$4.86K | 0.22% | 63 |
|
2020
Q4 | $554K | Sell |
2,299
-50
| -2% | -$12K | 0.23% | 57 |
|
2020
Q3 | $509K | Sell |
2,349
-50
| -2% | -$10.8K | 0.24% | 54 |
|
2020
Q2 | $460K | Buy |
2,399
+605
| +34% | +$116K | 0.23% | 59 |
|
2020
Q1 | $270K | Sell |
1,794
-125
| -7% | -$18.8K | 0.15% | 71 |
|
2019
Q4 | $338K | Buy |
1,919
+70
| +4% | +$12.3K | 0.17% | 71 |
|
2019
Q3 | $295K | Buy |
+1,849
| New | +$295K | 0.15% | 72 |
|