Foundations Investment 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 | $4.01M | Sell |
9,438
-31,886
| -77% | -$13.5M | 0.06% | 231 |
|
|
2025
Q1 | $14.9M | Buy |
41,324
+31,501
| +321% | +$11.4M | 0.28% | 93 |
|
|
2024
Q4 | $3.94M | Buy |
9,823
+394
| +4% | +$158K | 0.08% | 210 |
|
|
2024
Q3 | $3.54M | Sell |
9,429
-2,011
| -18% | -$755K | 0.07% | 210 |
|
|
2024
Q2 | $4.17M | Buy |
11,440
+4,395
| +62% | +$1.6M | 0.1% | 160 |
|
|
2024
Q1 | $2.37M | Sell |
7,045
-467
| -6% | -$157K | 0.06% | 220 |
|
|
2023
Q4 | $2.37M | Buy |
7,512
+260
| +4% | +$81.9K | 0.06% | 211 |
|
|
2023
Q3 | $1.93M | Sell |
7,252
-610
| -8% | -$162K | 0.06% | 221 |
|
|
2023
Q2 | $2.16M | Buy |
7,862
+2,844
| +57% | +$783K | 0.07% | 185 |
|
|
2023
Q1 | $1.23M | Buy |
5,018
+363
| +8% | +$88.7K | 0.04% | 211 |
|
|
2022
Q4 | $997K | Sell |
4,655
-149
| -3% | -$31.9K | 0.04% | 201 |
|
|
2022
Q3 | $1.01M | Sell |
4,804
-65
| -1% | -$13.7K | 0.04% | 171 |
|
|
2022
Q2 | $1.1M | Buy |
4,869
+1,827
| +60% | +$411K | 0.05% | 131 |
|
|
2022
Q1 | $797K | Buy |
3,042
+34
| +1% | +$8.91K | 0.03% | 143 |
|
|
2021
Q4 | $887K | Buy |
3,008
+1
| +0% | +$295 | 0.03% | 131 |
|
|
2021
Q3 | $825K | Sell |
3,007
-77
| -2% | -$21.1K | 0.04% | 127 |
|
|
2021
Q2 | $858K | Buy |
3,084
+508
| +20% | +$141K | 0.04% | 112 |
|
|
2021
Q1 | $649K | Buy |
+2,576
| New | +$649K | 0.04% | 117 |
|