Financial Gravity Asset 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
Q1 | $134K | Buy |
+371
| New | +$134K | 0.03% | 187 |
|
2024
Q2 | $164K | Sell |
451
-655
| -59% | -$239K | 0.04% | 140 |
|
2024
Q1 | $354K | Sell |
1,106
-7,361
| -87% | -$2.36M | 0.05% | 138 |
|
2023
Q4 | $4.36M | Buy |
8,467
+544
| +7% | +$280K | 0.05% | 122 |
|
2023
Q3 | $4.19M | Buy |
7,923
+7,506
| +1,800% | +$3.97M | 0.05% | 121 |
|
2023
Q2 | $115 | Hold |
417
| – | – | ﹤0.01% | 1281 |
|
2023
Q1 | $102 | Buy |
+417
| New | +$102 | ﹤0.01% | 685 |
|
2019
Q2 | – | Sell |
-477
| Closed | -$73K | – | 1458 |
|
2019
Q1 | $73K | Buy |
+477
| New | +$73K | 0.06% | 245 |
|
2018
Q3 | $6K | Sell |
46
-24
| -34% | -$3.13K | 0.01% | 686 |
|
2018
Q2 | $10K | Buy |
70
+22
| +46% | +$3.14K | 0.01% | 569 |
|
2018
Q1 | $7K | Buy |
+48
| New | +$7K | 0.01% | 640 |
|