Financial Sense 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 | $1.83M | Buy |
4,309
+258
| +6% | +$110K | 0.43% | 46 |
|
2025
Q1 | $1.46M | Buy |
4,051
+271
| +7% | +$97.9K | 0.41% | 44 |
|
2024
Q4 | $1.52M | Buy |
3,780
+1
| +0% | +$402 | 0.5% | 41 |
|
2024
Q3 | $1.42M | Sell |
3,779
-18
| -0.5% | -$6.76K | 0.39% | 46 |
|
2024
Q2 | $1.38M | Sell |
3,797
-148
| -4% | -$53.9K | 0.42% | 47 |
|
2024
Q1 | $1.33M | Buy |
3,945
+699
| +22% | +$236K | 0.44% | 49 |
|
2023
Q4 | $984K | Buy |
3,246
+50
| +2% | +$15.2K | 0.37% | 59 |
|
2023
Q3 | $850K | Hold |
3,196
| – | – | 0.36% | 61 |
|
2023
Q2 | $880K | Sell |
3,196
-9
| -0.3% | -$2.48K | 0.37% | 60 |
|
2023
Q1 | $783K | Sell |
3,205
-875
| -21% | -$214K | 0.35% | 63 |
|
2022
Q4 | $874K | Buy |
4,080
+2,542
| +165% | +$545K | 0.36% | 60 |
|
2022
Q3 | $324K | Buy |
1,538
+2
| +0.1% | +$421 | 0.14% | 68 |
|
2022
Q2 | $336K | Buy |
+1,536
| New | +$336K | 0.12% | 76 |
|
2022
Q1 | – | Sell |
-4,762
| Closed | -$1.46M | – | 107 |
|
2021
Q4 | $1.46M | Sell |
4,762
-3,919
| -45% | -$1.2M | 0.5% | 51 |
|
2021
Q3 | $2.38M | Buy |
8,681
+109
| +1% | +$29.9K | 0.8% | 25 |
|
2021
Q2 | $2.33M | Sell |
8,572
-3,082
| -26% | -$837K | 0.73% | 29 |
|
2021
Q1 | $2.83M | Sell |
11,654
-140
| -1% | -$34K | 0.95% | 26 |
|
2020
Q4 | $2.84M | Buy |
11,794
+903
| +8% | +$218K | 1.03% | 27 |
|
2020
Q3 | $2.36M | Buy |
10,891
+783
| +8% | +$170K | 0.94% | 26 |
|
2020
Q2 | $1.94M | Buy |
10,108
+593
| +6% | +$114K | 0.69% | 25 |
|
2020
Q1 | $1.43M | Buy |
9,515
+880
| +10% | +$133K | 0.64% | 28 |
|
2019
Q4 | $1.52M | Buy |
8,635
+698
| +9% | +$123K | 0.56% | 33 |
|
2019
Q3 | $1.27M | Buy |
7,937
+326
| +4% | +$52K | 0.61% | 27 |
|
2019
Q2 | $1.2M | Buy |
7,611
+1,556
| +26% | +$245K | 0.53% | 28 |
|
2019
Q1 | $916K | Sell |
6,055
-1,079
| -15% | -$163K | 0.4% | 30 |
|
2018
Q4 | $934K | Sell |
7,134
-5,456
| -43% | -$714K | 0.59% | 24 |
|
2018
Q3 | $1.96M | Buy |
12,590
+814
| +7% | +$127K | 0.83% | 23 |
|
2018
Q2 | $1.69M | Buy |
11,776
+737
| +7% | +$106K | 1.18% | 18 |
|
2018
Q1 | $1.5M | Buy |
11,039
+624
| +6% | +$84.9K | 0.73% | 23 |
|
2017
Q4 | $1.4M | Sell |
10,415
-1,571
| -13% | -$212K | 0.65% | 26 |
|
2017
Q3 | $1.5M | Sell |
11,986
-2,313
| -16% | -$289K | 0.77% | 24 |
|
2017
Q2 | $1.7M | Sell |
14,299
-17,518
| -55% | -$2.09M | 0.89% | 21 |
|
2017
Q1 | $3.62M | Buy |
31,817
+2,397
| +8% | +$273K | 2.17% | 16 |
|
2016
Q4 | $3.09M | Buy |
29,420
+2,384
| +9% | +$250K | 1.97% | 19 |
|
2016
Q3 | $2.82M | Sell |
27,036
-4,811
| -15% | -$501K | 1.83% | 21 |
|
2016
Q2 | $3.2M | Sell |
31,847
-710
| -2% | -$71.3K | 1.8% | 22 |
|
2016
Q1 | $3.25M | Sell |
32,557
-4,954
| -13% | -$494K | 1.89% | 21 |
|
2015
Q4 | $3.73M | Buy |
+37,511
| New | +$3.73M | 1.75% | 18 |
|