FAM
Formidable Asset Management’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 | $487K | Hold |
1,348
| – | – | 0.08% | 231 |
|
|
2025
Q1 | $487K | Sell |
1,348
-11
| -0.8% | -$3.97K | 0.08% | 229 |
|
|
2024
Q4 | $546K | Sell |
1,359
-74
| -5% | -$29.7K | 0.09% | 216 |
|
|
2024
Q3 | $538K | Sell |
1,433
-108
| -7% | -$40.5K | 0.09% | 213 |
|
|
2024
Q2 | $562K | Buy |
1,541
+154
| +11% | +$56.1K | 0.09% | 215 |
|
|
2024
Q1 | $467K | Buy |
1,387
+17
| +1% | +$5.73K | 0.08% | 236 |
|
|
2023
Q4 | $415K | Sell |
1,370
-5
| -0.4% | -$1.52K | 0.09% | 191 |
|
|
2023
Q3 | $366K | Sell |
1,375
-10
| -0.7% | -$2.66K | 0.08% | 205 |
|
|
2023
Q2 | $381K | Sell |
1,385
-25
| -2% | -$6.88K | 0.08% | 196 |
|
|
2023
Q1 | $345K | Sell |
1,410
-100
| -7% | -$24.5K | 0.07% | 211 |
|
|
2022
Q4 | $324K | Sell |
1,510
-19
| -1% | -$4.08K | 0.07% | 219 |
|
|
2022
Q3 | $342K | Sell |
1,529
-3
| -0.2% | -$671 | 0.08% | 204 |
|
|
2022
Q2 | $343K | Hold |
1,532
| – | – | 0.08% | 213 |
|
|
2022
Q1 | $425K | Hold |
1,532
| – | – | 0.08% | 201 |
|
|
2021
Q4 | $467K | Hold |
1,532
| – | – | 0.09% | 195 |
|
|
2021
Q3 | $420K | Sell |
1,532
-418
| -21% | -$115K | 0.08% | 222 |
|
|
2021
Q2 | $536K | Buy |
1,950
+405
| +26% | +$111K | 0.12% | 171 |
|
|
2021
Q1 | $378K | Sell |
1,545
-15
| -1% | -$3.67K | 0.08% | 190 |
|
|
2020
Q4 | $373K | Sell |
1,560
-5
| -0.3% | -$1.2K | 0.09% | 182 |
|
|
2020
Q3 | $338K | Sell |
1,565
-92
| -6% | -$19.9K | 0.1% | 164 |
|
|
2020
Q2 | $329K | Buy |
+1,657
| New | +$329K | 0.1% | 170 |
|
|
2020
Q1 | – | Sell |
-1,448
| Closed | -$265K | – | 251 |
|
|
2019
Q4 | $265K | Sell |
1,448
-225
| -13% | -$41.2K | 0.08% | 169 |
|
|
2019
Q3 | $271K | Sell |
1,673
-103
| -6% | -$16.7K | 0.25% | 67 |
|
|
2019
Q2 | $287K | Buy |
+1,776
| New | +$287K | 0.1% | 158 |
|
|
2017
Q4 | – | Sell |
-2,061
| Closed | -$258K | – | 153 |
|
|
2017
Q3 | $258K | Sell |
2,061
-80
| -4% | -$10K | 0.11% | 164 |
|
|
2017
Q2 | $255K | Buy |
2,141
+196
| +10% | +$23.3K | 0.13% | 135 |
|
|
2017
Q1 | $228K | Buy |
+1,945
| New | +$228K | 0.1% | 163 |
|