Financial Advisors’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 | $7.18M | Hold |
16,914
| – | – | 1.34% | 9 |
|
2025
Q1 | $6.11M | Hold |
16,914
| – | – | 1.21% | 8 |
|
2024
Q4 | $6.79M | Sell |
16,914
-276
| -2% | -$111K | 1.3% | 8 |
|
2024
Q3 | $6.45M | Buy |
17,190
+28
| +0.2% | +$10.5K | 1.23% | 9 |
|
2024
Q2 | $6.26M | Buy |
17,162
+1
| +0% | +$365 | 1.28% | 9 |
|
2024
Q1 | $5.78M | Sell |
17,161
-241
| -1% | -$81.2K | 1.2% | 9 |
|
2023
Q4 | $5.28M | Sell |
17,402
-212
| -1% | -$64.3K | 1.18% | 9 |
|
2023
Q3 | $4.69M | Hold |
17,614
| – | – | 1.16% | 9 |
|
2023
Q2 | $4.85M | Hold |
17,614
| – | – | 1.16% | 10 |
|
2023
Q1 | $4.3M | Sell |
17,614
-2,729
| -13% | -$667K | 1.09% | 9 |
|
2022
Q4 | $4.36M | Buy |
20,343
+7,242
| +55% | +$1.55M | 1.19% | 10 |
|
2022
Q3 | $2.73M | Sell |
13,101
-1,261
| -9% | -$263K | 0.95% | 14 |
|
2022
Q2 | $3.14M | Buy |
14,362
+1,261
| +10% | +$276K | 1.11% | 11 |
|
2022
Q1 | $3.64M | Hold |
13,101
| – | – | 1.14% | 12 |
|
2021
Q4 | $4M | Hold |
13,101
| – | – | 1.22% | 11 |
|
2021
Q3 | $3.59M | Hold |
13,101
| – | – | 1.21% | 11 |
|
2021
Q2 | $3.56M | Hold |
13,101
| – | – | 1.25% | 11 |
|
2021
Q1 | $3.18M | Buy |
13,101
+103
| +0.8% | +$25K | 1.27% | 10 |
|
2020
Q4 | $3.13M | Hold |
12,998
| – | – | 1.39% | 10 |
|
2020
Q3 | $2.82M | Buy |
12,998
+179
| +1% | +$38.8K | 1.48% | 9 |
|
2020
Q2 | $2.46M | Sell |
12,819
-112
| -0.9% | -$21.5K | 1.37% | 9 |
|
2020
Q1 | $1.95M | Buy |
12,931
+351
| +3% | +$52.9K | 1.32% | 9 |
|
2019
Q4 | $2.21M | Hold |
12,580
| – | – | 1.25% | 8 |
|
2019
Q3 | $2.01M | Hold |
12,580
| – | – | 1.23% | 9 |
|
2019
Q2 | $1.98M | Hold |
12,580
| – | – | 1.27% | 9 |
|
2019
Q1 | $1.9M | Hold |
12,580
| – | – | 1.3% | 10 |
|
2018
Q4 | $1.65M | Buy |
+12,580
| New | +$1.65M | 1.34% | 9 |
|