Evensky & Katz’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 | – | Sell |
-2,260
| Closed | -$816K | – | 77 |
|
|
2025
Q1 | $816K | Sell |
2,260
-533
| -19% | -$192K | 0.05% | 55 |
|
|
2024
Q4 | $1.12M | Sell |
2,793
-12
| -0.4% | -$4.82K | 0.07% | 51 |
|
|
2024
Q3 | $1.05M | Sell |
2,805
-206
| -7% | -$77.3K | 0.07% | 52 |
|
|
2024
Q2 | $1.1M | Buy |
3,011
+3
| +0.1% | +$1.09K | 0.08% | 51 |
|
|
2024
Q1 | $1.01M | Sell |
3,008
-232
| -7% | -$78.2K | 0.07% | 53 |
|
|
2023
Q4 | $982K | Sell |
3,240
-20
| -0.6% | -$6.06K | 0.07% | 54 |
|
|
2023
Q3 | $867K | Sell |
3,260
-361
| -10% | -$96K | 0.07% | 51 |
|
|
2023
Q2 | $996K | Sell |
3,621
-575
| -14% | -$158K | 0.08% | 52 |
|
|
2023
Q1 | $1.03M | Sell |
4,196
-136
| -3% | -$33.2K | 0.08% | 50 |
|
|
2022
Q4 | $928K | Buy |
4,332
+657
| +18% | +$141K | 0.08% | 53 |
|
|
2022
Q3 | $773K | Buy |
3,675
+9
| +0.2% | +$1.89K | 0.09% | 51 |
|
|
2022
Q2 | $802K | Buy |
3,666
+6
| +0.2% | +$1.31K | 0.09% | 53 |
|
|
2022
Q1 | $1.02M | Sell |
3,660
-17
| -0.5% | -$4.72K | 0.1% | 46 |
|
|
2021
Q4 | $1.12M | Buy |
3,677
+5
| +0.1% | +$1.53K | 0.11% | 44 |
|
|
2021
Q3 | $1.01M | Sell |
3,672
-287
| -7% | -$78.6K | 0.11% | 43 |
|
|
2021
Q2 | $1.08M | Sell |
3,959
-395
| -9% | -$107K | 0.11% | 41 |
|
|
2021
Q1 | $1.06M | Sell |
4,354
-1,994
| -31% | -$485K | 0.12% | 41 |
|
|
2020
Q4 | $1.53M | Buy |
6,348
+28
| +0.4% | +$6.75K | 0.19% | 34 |
|
|
2020
Q3 | $1.37M | Buy |
6,320
+12
| +0.2% | +$2.6K | 0.19% | 36 |
|
|
2020
Q2 | $1.21M | Buy |
6,308
+11
| +0.2% | +$2.11K | 0.17% | 37 |
|
|
2020
Q1 | $949K | Sell |
6,297
-85
| -1% | -$12.8K | 0.15% | 43 |
|
|
2019
Q4 | $1.12M | Sell |
6,382
-375
| -6% | -$65.9K | 0.16% | 42 |
|
|
2019
Q3 | $1.08M | Buy |
6,757
+17
| +0.3% | +$2.72K | 0.15% | 51 |
|
|
2019
Q2 | $1.06M | Sell |
6,740
-549
| -8% | -$86.4K | 0.15% | 50 |
|
|
2019
Q1 | $1.1M | Buy |
+7,289
| New | +$1.1M | 0.15% | 48 |
|