ERn Financial LLC’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 | $208K | Buy |
+490
| New | +$208K | 0.04% | 139 |
|
|
2025
Q1 | – | Sell |
-982
| Closed | -$394K | – | 187 |
|
|
2024
Q4 | $394K | Buy |
982
+15
| +2% | +$6.02K | 0.06% | 153 |
|
|
2024
Q3 | $363K | Sell |
967
-96
| -9% | -$36K | 0.06% | 158 |
|
|
2024
Q2 | $387K | Buy |
1,063
+37
| +4% | +$13.5K | 0.06% | 151 |
|
|
2024
Q1 | $346K | Sell |
1,026
-93
| -8% | -$31.3K | 0.06% | 154 |
|
|
2023
Q4 | $344K | Buy |
1,119
+161
| +17% | +$49.6K | 0.07% | 151 |
|
|
2023
Q3 | $255K | Sell |
958
-37
| -4% | -$9.84K | 0.06% | 154 |
|
|
2023
Q2 | $274K | Sell |
995
-68
| -6% | -$18.7K | 0.06% | 155 |
|
|
2023
Q1 | $260K | Sell |
1,063
-190
| -15% | -$46.4K | 0.06% | 152 |
|
|
2022
Q4 | $268K | Buy |
1,253
+163
| +15% | +$34.9K | 0.06% | 154 |
|
|
2022
Q3 | $229K | Buy |
1,090
+95
| +10% | +$20K | 0.06% | 152 |
|
|
2022
Q2 | $218K | Hold |
995
| – | – | 0.05% | 155 |
|
|
2022
Q1 | $276K | Sell |
995
-36
| -3% | -$9.99K | 0.06% | 143 |
|
|
2021
Q4 | $315K | Hold |
1,031
| – | – | 0.07% | 122 |
|
|
2021
Q3 | $283K | Sell |
1,031
-34
| -3% | -$9.33K | 0.07% | 115 |
|
|
2021
Q2 | $289K | Hold |
1,065
| – | – | 0.1% | 84 |
|
|
2021
Q1 | $259K | Hold |
1,065
| – | – | 0.1% | 82 |
|
|
2020
Q4 | $257K | Hold |
1,065
| – | – | 0.11% | 74 |
|
|
2020
Q3 | $231K | Hold |
1,065
| – | – | 0.11% | 72 |
|
|
2020
Q2 | $204K | Sell |
1,065
-457
| -30% | -$87.5K | 0.1% | 73 |
|
|
2020
Q1 | $229K | Sell |
1,522
-281
| -16% | -$42.3K | 0.15% | 56 |
|
|
2019
Q4 | $317K | Buy |
+1,803
| New | +$317K | 0.18% | 52 |
|