Exencial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.4M | Sell |
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|
2025
Q2 | $4.05M | Buy |
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|
2025
Q1 | $2.91M | Buy |
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|
2024
Q4 | $3.23M | Buy |
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|
2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $2.95M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $2.71M | Sell |
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|
2020
Q4 | $2.71M | Sell |
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|
2020
Q3 | $2.45M | Buy |
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|
2020
Q2 | $2.13M | Buy |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $1.64M | Hold |
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|
2019
Q3 | $1.49M | Sell |
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|
2019
Q2 | $1.47M | Hold |
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|
2019
Q1 | $1.41M | Buy |
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|
2018
Q4 | $792K | Buy |
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|
2018
Q3 | $913K | Sell |
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|
2018
Q2 | $856K | Buy |
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|
2018
Q1 | $792K | Hold |
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|
2017
Q4 | $783K | Sell |
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|
2017
Q3 | $731K | Hold |
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|
2017
Q2 | $696K | Buy |
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|
2017
Q1 | $658K | Buy |
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|
2016
Q4 | $594K | Hold |
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|
2016
Q3 | $576K | Hold |
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|
2016
Q2 | $569K | Buy |
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|
2016
Q1 | $552K | Sell |
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|
2015
Q4 | $542K | Hold |
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|
2015
Q3 | $539K | Sell |
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|
2015
Q2 | $617K | Hold |
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|
2015
Q1 | $609K | Hold |
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|
2014
Q4 | $577K | Hold |
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|
2014
Q3 | $555K | Hold |
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|
2014
Q2 | $552K | Hold |
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|
2014
Q1 | $519K | Hold |
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|
2013
Q4 | $522K | Hold |
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|
2013
Q3 | $496K | Hold |
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|
2013
Q2 | $468K | Buy |
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