Element Wealth’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
Q1 | – | Sell |
-401
| Closed | -$161K | – | 231 |
|
|
2024
Q4 | $161K | Sell |
401
-905
| -69% | -$363K | 0.08% | 164 |
|
|
2024
Q3 | $490K | Sell |
1,306
-20
| -2% | -$7.51K | 0.26% | 67 |
|
|
2024
Q2 | $483K | Sell |
1,326
-93
| -7% | -$33.9K | 0.27% | 69 |
|
|
2024
Q1 | $478K | Buy |
1,419
+244
| +21% | +$82.2K | 0.28% | 68 |
|
|
2023
Q4 | $356K | Buy |
1,175
+552
| +89% | +$167K | 0.22% | 84 |
|
|
2023
Q3 | $166K | Buy |
623
+229
| +58% | +$60.9K | 0.12% | 128 |
|
|
2023
Q2 | $108K | Hold |
394
| – | – | 0.08% | 146 |
|
|
2023
Q1 | $96.3K | Sell |
394
-9
| -2% | -$2.2K | 0.07% | 143 |
|
|
2022
Q4 | $86.3K | Hold |
403
| – | – | 0.07% | 143 |
|
|
2022
Q3 | $85K | Hold |
403
| – | – | 0.08% | 132 |
|
|
2022
Q2 | $88K | Hold |
403
| – | – | 0.09% | 126 |
|
|
2022
Q1 | $112K | Buy |
403
+320
| +386% | +$88.9K | 0.09% | 131 |
|
|
2021
Q4 | $25K | Hold |
83
| – | – | 0.02% | 152 |
|
|
2021
Q3 | $23K | Hold |
83
| – | – | 0.02% | 144 |
|
|
2021
Q2 | $23K | Hold |
83
| – | – | 0.02% | 137 |
|
|
2021
Q1 | $20K | Sell |
83
-7,901
| -99% | -$1.9M | 0.02% | 138 |
|
|
2020
Q4 | $1.93M | Sell |
7,984
-8,238
| -51% | -$1.99M | 1.78% | 16 |
|
|
2020
Q3 | $3.52M | Sell |
16,222
-289
| -2% | -$62.7K | 3.76% | 5 |
|
|
2020
Q2 | $3.17M | Buy |
16,511
+92
| +0.6% | +$17.7K | 3.64% | 7 |
|
|
2020
Q1 | $2.47M | Sell |
16,419
-1,616
| -9% | -$243K | 3.42% | 9 |
|
|
2019
Q4 | $3.17M | Buy |
+18,035
| New | +$3.17M | 3.25% | 12 |
|