Elk River Wealth Management’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 | $383K | Hold |
901
| – | – | 0.07% | 77 |
|
|
2025
Q1 | $325K | Sell |
901
-59
| -6% | -$21.3K | 0.06% | 80 |
|
|
2024
Q4 | $386K | Sell |
960
-153
| -14% | -$61.4K | 0.07% | 79 |
|
|
2024
Q3 | $418K | Buy |
1,113
+212
| +24% | +$79.6K | 0.08% | 77 |
|
|
2024
Q2 | $328K | Hold |
901
| – | – | 0.06% | 73 |
|
|
2024
Q1 | $304K | Sell |
901
-579
| -39% | -$195K | 0.06% | 80 |
|
|
2023
Q4 | $449K | Sell |
1,480
-11
| -0.7% | -$3.34K | 0.09% | 83 |
|
|
2023
Q3 | $397K | Hold |
1,491
| – | – | 0.09% | 84 |
|
|
2023
Q2 | $410K | Hold |
1,491
| – | – | 0.09% | 84 |
|
|
2023
Q1 | $364K | Hold |
1,491
| – | – | 0.08% | 86 |
|
|
2022
Q4 | $319K | Hold |
1,491
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $314K | Hold |
1,491
| – | – | 0.08% | 88 |
|
|
2022
Q2 | $326K | Hold |
1,491
| – | – | 0.08% | 86 |
|
|
2022
Q1 | $414K | Hold |
1,491
| – | – | 0.09% | 86 |
|
|
2021
Q4 | $456K | Sell |
1,491
-95
| -6% | -$29.1K | 0.1% | 87 |
|
|
2021
Q3 | $435K | Hold |
1,586
| – | – | 0.11% | 84 |
|
|
2021
Q2 | $431K | Hold |
1,586
| – | – | 0.11% | 83 |
|
|
2021
Q1 | $385K | Hold |
1,586
| – | – | 0.11% | 86 |
|
|
2020
Q4 | $382K | Buy |
+1,586
| New | +$382K | 0.13% | 88 |
|