Evoke Wealth’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 | $2.21M | Buy |
5,217
+4,378
| +522% | +$1.86M | 0.05% | 132 |
|
|
2025
Q1 | $303K | Hold |
839
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $337K | Buy |
+839
| New | +$337K | 0.01% | 322 |
|
|
2024
Q2 | – | Sell |
-1,433
| Closed | -$483K | – | 242 |
|
|
2024
Q1 | $483K | Buy |
+1,433
| New | +$483K | 0.01% | 252 |
|
|
2023
Q4 | – | Sell |
-2,042
| Closed | -$544K | – | 216 |
|
|
2023
Q3 | $544K | Hold |
2,042
| – | – | 0.02% | 227 |
|
|
2023
Q2 | $562K | Sell |
2,042
-187
| -8% | -$51.5K | 0.02% | 205 |
|
|
2023
Q1 | $545K | Hold |
2,229
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $478K | Sell |
2,229
-1,215
| -35% | -$260K | 0.02% | 220 |
|
|
2022
Q3 | $725K | Hold |
3,444
| – | – | 0.03% | 179 |
|
|
2022
Q2 | $753K | Hold |
3,444
| – | – | 0.03% | 181 |
|
|
2022
Q1 | $956K | Hold |
3,444
| – | – | 0.03% | 181 |
|
|
2021
Q4 | $1.05M | Hold |
3,444
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $943K | Hold |
3,444
| – | – | 0.04% | 175 |
|
|
2021
Q2 | $935K | Sell |
3,444
-3,307
| -49% | -$898K | 0.04% | 184 |
|
|
2021
Q1 | $1.64M | Buy |
6,751
+2,549
| +61% | +$620K | 0.07% | 118 |
|
|
2020
Q4 | $1.01M | Hold |
4,202
| – | – | 0.07% | 94 |
|
|
2020
Q3 | $911K | Sell |
4,202
-141
| -3% | -$30.6K | 0.07% | 94 |
|
|
2020
Q2 | $834K | Buy |
4,343
+187
| +4% | +$35.9K | 0.08% | 78 |
|
|
2020
Q1 | $626K | Buy |
+4,156
| New | +$626K | 0.09% | 80 |
|
|
2019
Q4 | – | Sell |
-99
| Closed | -$15.9K | – | 1349 |
|
|
2019
Q3 | $15.9K | Buy |
+99
| New | +$15.9K | ﹤0.01% | 717 |
|