FC
Financial Consulate’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
+1,070
| New | +$454K | 0.09% | 36 |
|
|
2025
Q1 | – | Sell |
-1,161
| Closed | -$466K | – | 31 |
|
|
2024
Q4 | $466K | Sell |
1,161
-10
| -0.9% | -$4.02K | 0.12% | 29 |
|
|
2024
Q3 | $440K | Hold |
1,171
| – | – | 0.12% | 30 |
|
|
2024
Q2 | $427K | Buy |
1,171
+11
| +0.9% | +$4.01K | 0.13% | 29 |
|
|
2024
Q1 | $391K | Buy |
1,160
+52
| +5% | +$17.5K | 0.12% | 32 |
|
|
2023
Q4 | $336K | Hold |
1,108
| – | – | 0.11% | 32 |
|
|
2023
Q3 | $295K | Buy |
+1,108
| New | +$295K | 0.13% | 35 |
|
|
2022
Q4 | – | Sell |
-1,878
| Closed | -$395K | – | 137 |
|
|
2022
Q3 | $395K | Hold |
1,878
| – | – | 0.17% | 72 |
|
|
2022
Q2 | $411K | Hold |
1,878
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $521K | Hold |
1,878
| – | – | 0.2% | 66 |
|
|
2021
Q4 | $574K | Sell |
1,878
-161
| -8% | -$49.2K | 0.2% | 61 |
|
|
2021
Q3 | $559K | Hold |
2,039
| – | – | 0.2% | 57 |
|
|
2021
Q2 | $554K | Sell |
2,039
-120
| -6% | -$32.6K | 0.2% | 57 |
|
|
2021
Q1 | $525K | Sell |
2,159
-196
| -8% | -$47.7K | 0.21% | 60 |
|
|
2020
Q4 | $568K | Hold |
2,355
| – | – | 0.25% | 55 |
|
|
2020
Q3 | $511K | Sell |
2,355
-45
| -2% | -$9.76K | 0.24% | 56 |
|
|
2020
Q2 | $461K | Sell |
2,400
-285
| -11% | -$54.7K | 0.23% | 58 |
|
|
2020
Q1 | $404K | Hold |
2,685
| – | – | 0.24% | 58 |
|
|
2019
Q4 | $472K | Sell |
2,685
-190
| -7% | -$33.4K | 0.21% | 57 |
|
|
2019
Q3 | $459K | Hold |
2,875
| – | – | 0.2% | 64 |
|
|
2019
Q2 | $452K | Sell |
2,875
-80
| -3% | -$12.6K | 0.2% | 62 |
|
|
2019
Q1 | $447K | Sell |
2,955
-67
| -2% | -$10.1K | 0.2% | 71 |
|
|
2018
Q4 | $396K | Sell |
3,022
-68
| -2% | -$8.91K | 0.24% | 68 |
|
|
2018
Q3 | $482K | Sell |
3,090
-131
| -4% | -$20.4K | 0.27% | 69 |
|
|
2018
Q2 | $463K | Hold |
3,221
| – | – | 0.23% | 70 |
|
|
2018
Q1 | $438K | Sell |
3,221
-6,610
| -67% | -$899K | 0.23% | 71 |
|
|
2017
Q4 | $1.32M | Sell |
9,831
-2,185
| -18% | -$294K | 0.68% | 38 |
|
|
2017
Q3 | $1.5M | Sell |
12,016
-3,494
| -23% | -$437K | 0.82% | 33 |
|
|
2017
Q2 | $1.85M | Sell |
15,510
-313
| -2% | -$37.3K | 1.09% | 22 |
|
|
2017
Q1 | $1.8M | Buy |
15,823
+10,325
| +188% | +$1.18M | 1.15% | 22 |
|
|
2016
Q4 | $577K | Buy |
+5,498
| New | +$577K | 0.42% | 44 |
|