ESL Trust Services’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 | $442K | Sell |
4,148
-1,820
| -30% | -$207K | 0.08% | 34 |
|
|
2025
Q4 | $706K | Buy |
5,968
+384
| +7% | +$45.5K | 0.14% | 24 |
|
|
2025
Q3 | $654K | Buy |
5,584
+172
| +3% | +$19.2K | 0.13% | 24 |
|
|
2025
Q2 | $574K | Sell |
5,412
-160
| -3% | -$15.3K | 0.12% | 23 |
|
|
2025
Q1 | $503K | Sell |
5,572
-340
| -6% | -$33.5K | 0.11% | 24 |
|
|
2024
Q4 | $594K | Sell |
5,912
-400
| -6% | -$39.3K | 0.13% | 22 |
|
|
2024
Q3 | $592K | Buy |
6,312
+712
| +13% | +$64.6K | 0.13% | 18 |
|
|
2024
Q2 | $510K | Sell |
5,600
-80
| -1% | -$6.83K | 0.12% | 17 |
|
|
2024
Q1 | $479K | Sell |
5,680
-60
| -1% | -$4.83K | 0.13% | 17 |
|
|
2023
Q4 | $435K | Hold |
5,740
| – | – | 0.13% | 17 |
|
|
2023
Q3 | $382K | Hold |
5,740
| – | – | 0.12% | 18 |
|
|
2023
Q2 | $395K | Sell |
5,740
-2,000
| -26% | -$127K | 0.12% | 18 |
|
|
2023
Q1 | $473K | Sell |
7,740
-1,100
| -12% | -$63.4K | 0.15% | 18 |
|
|
2022
Q4 | $473K | Sell |
8,840
-16
| -0.2% | -$880 | 0.16% | 17 |
|
|
2022
Q3 | $466K | Buy |
8,856
+360
| +4% | +$21.2K | 0.17% | 17 |
|
|
2022
Q2 | $464K | Buy |
8,496
+1,000
| +13% | +$60K | 0.16% | 16 |
|
|
2022
Q1 | $520K | Sell |
7,496
-480
| -6% | -$32.8K | 0.16% | 16 |
|
|
2021
Q4 | $610K | Sell |
7,976
-480
| -6% | -$35.6K | 0.18% | 16 |
|
|
2021
Q3 | $579K | Buy |
8,456
+1,420
| +20% | +$100K | 0.18% | 15 |
|
|
2021
Q2 | $478K | Buy |
7,036
+1,000
| +17% | +$64.5K | 0.14% | 19 |
|
|
2021
Q1 | $367K | Sell |
6,036
-200
| -3% | -$12.2K | 0.12% | 20 |
|
|
2020
Q4 | $376K | Buy |
6,236
+620
| +11% | +$35.3K | 0.14% | 19 |
|
|
2020
Q3 | $305K | Sell |
5,616
-1,620
| -22% | -$85.3K | 0.13% | 18 |
|
|
2020
Q2 | $347K | Buy |
7,236
+1,920
| +36% | +$84.6K | 0.16% | 18 |
|
|
2020
Q1 | $203K | Buy |
+5,316
| New | +$229K | 0.11% | 30 |
|