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 |
|