Frank Rimerman 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 | $3.44M | Hold |
8,111
| – | – | 0.23% | 70 |
|
|
2025
Q1 | $2.93M | Hold |
8,111
| – | – | 0.23% | 73 |
|
|
2024
Q4 | $3.26M | Hold |
8,111
| – | – | 0.24% | 69 |
|
|
2024
Q3 | $3.04M | Hold |
8,111
| – | – | 0.22% | 76 |
|
|
2024
Q2 | $2.96M | Hold |
8,111
| – | – | 0.21% | 82 |
|
|
2024
Q1 | $2.73M | Hold |
8,111
| – | – | 0.53% | 28 |
|
|
2023
Q4 | $2.46M | Hold |
8,111
| – | – | 0.51% | 27 |
|
|
2023
Q3 | $2.16M | Hold |
8,111
| – | – | 0.52% | 26 |
|
|
2023
Q2 | $2.23M | Buy |
8,111
+624
| +8% | +$172K | 0.53% | 28 |
|
|
2023
Q1 | $1.83M | Hold |
7,487
| – | – | 0.51% | 32 |
|
|
2022
Q4 | $1.6M | Hold |
7,487
| – | – | 0.5% | 31 |
|
|
2022
Q3 | $1.58M | Hold |
7,487
| – | – | 0.57% | 29 |
|
|
2022
Q2 | $1.64M | Hold |
7,487
| – | – | 0.63% | 27 |
|
|
2022
Q1 | $2.08M | Sell |
7,487
-366
| -5% | -$102K | 0.67% | 26 |
|
|
2021
Q4 | $2.4M | Hold |
7,853
| – | – | 0.81% | 21 |
|
|
2021
Q3 | $2.15M | Hold |
7,853
| – | – | 0.83% | 22 |
|
|
2021
Q2 | $2.13M | Hold |
7,853
| – | – | 0.83% | 21 |
|
|
2021
Q1 | $1.91M | Hold |
7,853
| – | – | 0.84% | 19 |
|
|
2020
Q4 | $1.89M | Buy |
+7,853
| New | +$1.89M | 0.86% | 22 |
|