Ferguson Wellman Capital 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
2025
Q2
$2.19M Buy
5,167
+1,133
+28% +$481K 0.04% 130
2025
Q1
$1.46M Buy
4,034
+102
+3% +$36.8K 0.03% 157
2024
Q4
$1.58M Hold
3,932
0.03% 152
2024
Q3
$1.48M Hold
3,932
0.03% 159
2024
Q2
$1.43M Hold
3,932
0.03% 152
2024
Q1
$1.33M Sell
3,932
-32
-0.8% -$10.8K 0.03% 168
2023
Q4
$1.2M Buy
3,964
+961
+32% +$291K 0.03% 176
2023
Q3
$799K Sell
3,003
-188
-6% -$50K 0.02% 198
2023
Q2
$878K Buy
3,191
+1,010
+46% +$278K 0.02% 202
2023
Q1
$533K Buy
2,181
+35
+2% +$8.55K 0.01% 248
2022
Q4
$460K Hold
2,146
0.01% 259
2022
Q3
$452K Sell
2,146
-21
-1% -$4.42K 0.02% 225
2022
Q2
$474K Hold
2,167
0.02% 227
2022
Q1
$602K Hold
2,167
0.02% 226
2021
Q4
$662K Buy
2,167
+21
+1% +$6.42K 0.02% 215
2021
Q3
$588K Buy
2,146
+290
+16% +$79.5K 0.02% 230
2021
Q2
$504K Sell
1,856
-692
-27% -$188K 0.02% 238
2021
Q1
$619K Buy
2,548
+17
+0.7% +$4.13K 0.02% 216
2020
Q4
$610K Hold
2,531
0.01% 262
2020
Q3
$549K Hold
2,531
0.02% 254
2020
Q2
$486K Hold
2,531
0.01% 252
2020
Q1
$381K Buy
2,531
+482
+24% +$72.6K 0.01% 250
2019
Q4
$360K Buy
2,049
+210
+11% +$36.9K 0.01% 286
2019
Q3
$294K Buy
1,839
+435
+31% +$69.5K 0.01% 299
2019
Q2
$221K Hold
1,404
0.01% 313
2019
Q1
$213K Buy
+1,404
New +$213K 0.01% 327
2018
Q4
Sell
-1,404
Closed -$219K 351
2018
Q3
$219K Hold
1,404
0.01% 314
2018
Q2
$202K Buy
+1,404
New +$202K 0.01% 336