Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $421K | Sell |
1,047
-333
| -24% | -$134K | 0.03% | 181 |
|
|
2024
Q3 | $518K | Buy |
+1,380
| New | +$518K | 0.04% | 167 |
|
|
2024
Q2 | – | Sell |
-1,358
| Closed | -$458K | – | 191 |
|
|
2024
Q1 | $458K | Buy |
1,358
+1
| +0.1% | +$337 | 0.04% | 158 |
|
|
2023
Q4 | $412K | Buy |
1,357
+1
| +0.1% | +$303 | 0.04% | 154 |
|
|
2023
Q3 | $361K | Hold |
1,356
| – | – | 0.04% | 153 |
|
|
2023
Q2 | $373K | Buy |
1,356
+1
| +0.1% | +$275 | 0.04% | 145 |
|
|
2023
Q1 | $331K | Buy |
1,355
+1
| +0.1% | +$244 | 0.04% | 153 |
|
|
2022
Q4 | $290K | Buy |
1,354
+1,070
| +377% | +$229K | 0.04% | 159 |
|
|
2022
Q3 | $284 | Buy |
+284
| New | +$284 | 0.04% | 149 |
|
|
2022
Q2 | – | Sell |
-887
| Closed | -$246K | – | 195 |
|
|
2022
Q1 | $246K | Hold |
887
| – | – | 0.03% | 171 |
|
|
2021
Q4 | $271K | Buy |
887
+1
| +0.1% | +$306 | 0.03% | 169 |
|
|
2021
Q3 | $242K | Buy |
886
+1
| +0.1% | +$273 | 0.03% | 165 |
|
|
2021
Q2 | $240K | Hold |
885
| – | – | 0.03% | 174 |
|
|
2021
Q1 | $215K | Buy |
885
+1
| +0.1% | +$243 | 0.03% | 178 |
|
|
2020
Q4 | $213K | Buy |
+884
| New | +$213K | 0.03% | 166 |
|
|
2019
Q3 | – | Sell |
-878
| Closed | -$138K | – | 463 |
|
|
2019
Q2 | $138K | Buy |
878
+1
| +0.1% | +$157 | 0.02% | 190 |
|
|
2019
Q1 | $133K | Hold |
877
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $115K | Buy |
+877
| New | +$115K | 0.02% | 188 |
|