Ellenbecker Investment Group’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 | $63.9M | Buy |
599,020
+32,548
| +6% | +$3.69M | 8.6% | 4 |
|
|
2025
Q4 | $67M | Buy |
566,472
+9,868
| +2% | +$1.17M | 9.38% | 3 |
|
|
2025
Q3 | $65.2M | Buy |
556,604
+15,364
| +3% | +$1.71M | 9.62% | 2 |
|
|
2025
Q2 | $57.5M | Buy |
541,240
+38,432
| +8% | +$3.67M | 9.28% | 3 |
|
|
2025
Q1 | $45.4M | Buy |
502,808
+87,432
| +21% | +$8.63M | 8.16% | 3 |
|
|
2024
Q4 | $41.7M | Buy |
415,376
+121,928
| +42% | +$12M | 7.46% | 3 |
|
|
2024
Q3 | $27.5M | Buy |
293,448
+8,096
| +3% | +$734K | 5.2% | 4 |
|
|
2024
Q2 | $26M | Buy |
285,352
+13,440
| +5% | +$1.15M | 5.23% | 4 |
|
|
2024
Q1 | $22.9M | Buy |
271,912
+14,208
| +6% | +$1.14M | 4.81% | 4 |
|
|
2023
Q4 | $19.5M | Buy |
257,704
+3,312
| +1% | +$234K | 4.52% | 4 |
|
|
2023
Q3 | $16.9M | Buy |
254,392
+2,852
| +1% | +$197K | 4.38% | 4 |
|
|
2023
Q2 | $17.3M | Sell |
251,540
-2,940
| -1% | -$187K | 4.36% | 4 |
|
|
2023
Q1 | $15.5M | Sell |
254,480
-7,516
| -3% | -$433K | 4.23% | 4 |
|
|
2022
Q4 | $14M | Sell |
261,996
-1,056
| -0.4% | -$58.1K | 4.15% | 4 |
|
|
2022
Q3 | $13.8M | Sell |
263,052
-9,764
| -4% | -$574K | 4.39% | 5 |
|
|
2022
Q2 | $14.9M | Buy |
272,816
+6,976
| +3% | +$419K | 4.58% | 5 |
|
|
2022
Q1 | $18.5M | Buy |
265,840
+14,268
| +6% | +$974K | 5.23% | 5 |
|
|
2021
Q4 | $19.2M | Sell |
251,572
-4,648
| -2% | -$345K | 5.33% | 5 |
|
|
2021
Q3 | $17.6M | Sell |
256,220
-12,308
| -5% | -$871K | 5.49% | 5 |
|
|
2021
Q2 | $18.2M | Sell |
268,528
-40,216
| -13% | -$2.59M | 5.98% | 5 |
|
|
2021
Q1 | $18.8M | Sell |
308,744
-64,152
| -17% | -$3.9M | 6.59% | 5 |
|
|
2020
Q4 | $22.5M | Sell |
372,896
-113,144
| -23% | -$6.44M | 8.31% | 4 |
|
|
2020
Q3 | $26.4M | Sell |
486,040
-28,976
| -6% | -$1.53M | 11.21% | 3 |
|
|
2020
Q2 | $24.7M | Buy |
515,016
+3,624
| +0.7% | +$160K | 12.36% | 3 |
|
|
2020
Q1 | $19.3M | Sell |
511,392
-9,964
| -2% | -$429K | 12.13% | 3 |
|
|
2019
Q4 | $22.9M | Sell |
521,356
-19,072
| -4% | -$796K | 11.9% | 3 |
|
|
2019
Q3 | $21.6M | Sell |
540,428
-10,164
| -2% | -$407K | 12.16% | 3 |
|
|
2019
Q2 | $21.7M | Buy |
550,592
+1,772
| +0.3% | +$68.6K | 12.66% | 3 |
|
|
2019
Q1 | $20.8M | Sell |
548,820
-16,152
| -3% | -$580K | 13.28% | 3 |
|
|
2018
Q4 | $18.5M | Buy |
564,972
+26,972
| +5% | +$951K | 14.37% | 2 |
|
|
2018
Q3 | $21M | Buy |
538,000
+20
| +0% | +$757 | 15.49% | 2 |
|
|
2018
Q2 | $19.3M | Sell |
537,980
-6,240
| -1% | -$220K | 15.34% | 2 |
|
|
2018
Q1 | $18.5M | Sell |
544,220
-2,172
| -0.4% | -$76.1K | 15.33% | 2 |
|
|
2017
Q4 | $18.4M | Buy |
+546,392
| New | +$17.9M | 15.37% | 2 |
|
Other funds holding IWF
