Financial Advocates Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Financial Advocates Investment Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	2,475 -995	-29%	-$422K	0.09%	218
2025 Q1	$1.25M	Sell	3,470 -4,911	-59%	-$1.77M	0.09%	232
2024 Q4	$3.37M	Buy	8,381 +605	+8%	+$243K	0.19%	118
2024 Q3	$2.88M	Sell	7,776 -483	-6%	-$179K	0.16%	135
2024 Q2	$3.01M	Sell	8,259 -758	-8%	-$276K	0.19%	118
2024 Q1	$2.7M	Sell	9,017 -8,897	-50%	-$2.66M	0.16%	143
2023 Q4	$3.15M	Buy	17,914 +9,849	+122%	+$1.73M	0.21%	119
2023 Q3	$2.12M	Sell	8,065 -94	-1%	-$24.7K	0.15%	153
2023 Q2	$2.25M	Sell	8,159 -1,446	-15%	-$398K	0.16%	147
2023 Q1	$2.35M	Buy	9,605 +856	+10%	+$209K	0.17%	136
2022 Q4	$1.87M	Buy	8,749 +541	+7%	+$116K	0.14%	170
2022 Q3	$1.73M	Sell	8,208 -515	-6%	-$108K	0.14%	163
2022 Q2	$1.91M	Sell	8,723 -1,169	-12%	-$256K	0.15%	160
2022 Q1	$2.75M	Sell	9,892 -100	-1%	-$27.8K	0.18%	134
2021 Q4	$3.05M	Buy	9,992 +812	+9%	+$248K	0.19%	122
2021 Q3	$2.44M	Sell	9,180 -882	-9%	-$234K	0.16%	148
2021 Q2	$2.73M	Sell	10,062 -220	-2%	-$59.7K	0.18%	130
2021 Q1	$2.5M	Sell	10,282 -784	-7%	-$191K	0.18%	126
2020 Q4	$2.55M	Sell	11,066 -1,710	-13%	-$394K	0.17%	132
2020 Q3	$2.77M	Buy	12,776 +11	+0.1%	+$2.39K	0.24%	86
2020 Q2	$2.45M	Sell	12,765 -500	-4%	-$96K	0.23%	97
2020 Q1	$2M	Buy	13,265 +733	+6%	+$110K	0.29%	88
2019 Q4	$2.21M	Buy	12,532 +2,770	+28%	+$487K	0.23%	108
2019 Q3	$1.56M	Buy	9,762 +118	+1%	+$18.8K	0.18%	133
2019 Q2	$1.52M	Sell	9,644 -911	-9%	-$143K	0.18%	136
2019 Q1	$1.6M	Buy	10,555 +4,104	+64%	+$621K	0.2%	126
2018 Q4	$845K	Buy	6,451 +1,786	+38%	+$234K	0.12%	189
2018 Q3	$720K	Sell	4,665 -2,593	-36%	-$400K	0.08%	230
2018 Q2	$1.05M	Sell	7,258 -715	-9%	-$103K	0.13%	166
2018 Q1	$1.09M	Sell	7,973 -206	-3%	-$28.1K	0.14%	150
2017 Q4	$1.1M	Buy	+8,179	New	+$1.1M	0.15%	149