FFA
First Foundation Advisors’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 | $26M | Sell |
61,333
-8,213
| -12% | -$3.49M | 0.97% | 20 |
|
2025
Q1 | $25.1M | Buy |
69,546
+702
| +1% | +$253K | 1.02% | 21 |
|
2024
Q4 | $27.6M | Buy |
68,844
+8,725
| +15% | +$3.5M | 1.04% | 22 |
|
2024
Q3 | $22.6M | Buy |
60,119
+1,667
| +3% | +$626K | 0.85% | 26 |
|
2024
Q2 | $21.3M | Buy |
58,452
+9,286
| +19% | +$3.38M | 0.81% | 31 |
|
2024
Q1 | $16.6M | Buy |
49,166
+28,970
| +143% | +$9.76M | 0.66% | 39 |
|
2023
Q4 | $6.12M | Sell |
20,196
-4,737
| -19% | -$1.44M | 0.28% | 68 |
|
2023
Q3 | $6.63M | Buy |
24,933
+2,063
| +9% | +$549K | 0.31% | 67 |
|
2023
Q2 | $6.29M | Sell |
22,870
-508
| -2% | -$140K | 0.27% | 74 |
|
2023
Q1 | $5.71M | Sell |
23,378
-5,752
| -20% | -$1.41M | 0.26% | 73 |
|
2022
Q4 | $6.24M | Buy |
29,130
+23,969
| +464% | +$5.14M | 0.3% | 71 |
|
2022
Q3 | $1.09M | Hold |
5,161
| – | – | 0.05% | 162 |
|
2022
Q2 | $1.13M | Sell |
5,161
-111
| -2% | -$24.3K | 0.05% | 171 |
|
2022
Q1 | $1.46M | Buy |
5,272
+332
| +7% | +$92.2K | 0.05% | 164 |
|
2021
Q4 | $1.51M | Sell |
4,940
-543
| -10% | -$166K | 0.05% | 170 |
|
2021
Q3 | $1.5M | Buy |
5,483
+431
| +9% | +$118K | 0.06% | 158 |
|
2021
Q2 | $1.37M | Hold |
5,052
| – | – | 0.05% | 178 |
|
2021
Q1 | $1.23M | Buy |
5,052
+1,783
| +55% | +$433K | 0.05% | 180 |
|
2020
Q4 | $788K | Buy |
3,269
+10
| +0.3% | +$2.41K | 0.03% | 214 |
|
2020
Q3 | $707K | Sell |
3,259
-776
| -19% | -$168K | 0.03% | 208 |
|
2020
Q2 | $775K | Buy |
4,035
+73
| +2% | +$14K | 0.04% | 193 |
|
2020
Q1 | $597K | Sell |
3,962
-2,019
| -34% | -$304K | 0.04% | 207 |
|
2019
Q4 | $1.05M | Buy |
5,981
+2,796
| +88% | +$492K | 0.05% | 174 |
|
2019
Q3 | $508K | Buy |
3,185
+137
| +4% | +$21.9K | 0.03% | 226 |
|
2019
Q2 | $480K | Buy |
3,048
+155
| +5% | +$24.4K | 0.03% | 228 |
|
2019
Q1 | $438K | Sell |
2,893
-1,619
| -36% | -$245K | 0.03% | 230 |
|
2018
Q4 | $591K | Buy |
4,512
+1,905
| +73% | +$250K | 0.04% | 230 |
|
2018
Q3 | $407K | Hold |
2,607
| – | – | 0.02% | 259 |
|
2018
Q2 | $375K | Hold |
2,607
| – | – | 0.02% | 241 |
|
2018
Q1 | $355K | Hold |
2,607
| – | – | 0.02% | 242 |
|
2017
Q4 | $351K | Hold |
2,607
| – | – | 0.02% | 258 |
|
2017
Q3 | $326K | Sell |
2,607
-520
| -17% | -$65K | 0.02% | 237 |
|
2017
Q2 | $372K | Buy |
3,127
+520
| +20% | +$61.9K | 0.02% | 231 |
|
2017
Q1 | $297K | Sell |
2,607
-1,000
| -28% | -$114K | 0.02% | 264 |
|
2016
Q4 | $378K | Buy |
3,607
+1,000
| +38% | +$105K | 0.02% | 235 |
|
2016
Q3 | $272K | Hold |
2,607
| – | – | 0.02% | 243 |
|
2016
Q2 | $262K | Sell |
2,607
-2,300
| -47% | -$231K | 0.02% | 252 |
|
2016
Q1 | $490K | Sell |
4,907
-2,812
| -36% | -$281K | 0.04% | 180 |
|
2015
Q4 | $768K | Buy |
7,719
+3,300
| +75% | +$328K | 0.05% | 150 |
|
2015
Q3 | $411K | Buy |
+4,419
| New | +$411K | 0.03% | 168 |
|
2015
Q1 | – | Sell |
-2,255
| Closed | -$216K | – | 254 |
|
2014
Q4 | $216K | Buy |
+2,255
| New | +$216K | 0.02% | 213 |
|