FSA Wealth Management’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 | $63.3M | Sell |
149,047
-667
| -0.4% | -$283K | 24.69% | 1 |
|
|
2025
Q1 | $54.1M | Buy |
149,714
+28
| +0% | +$10.1K | 22.94% | 1 |
|
|
2024
Q4 | $60.1M | Sell |
149,686
-5,565
| -4% | -$2.23M | 24.4% | 1 |
|
|
2024
Q3 | $58.3M | Buy |
+155,251
| New | +$58.3M | 23.28% | 1 |
|
|
2024
Q1 | $53.4M | Sell |
158,377
-580
| -0.4% | -$195K | 23.23% | 1 |
|
|
2023
Q4 | $48.2M | Sell |
158,957
-3,896
| -2% | -$1.18M | 22.87% | 1 |
|
|
2023
Q3 | $43.3M | Sell |
162,853
-1,657
| -1% | -$441K | 24.23% | 1 |
|
|
2023
Q2 | $45.3M | Buy |
164,510
+88
| +0.1% | +$24.2K | 24.43% | 1 |
|
|
2023
Q1 | $40.2M | Buy |
164,422
+1,957
| +1% | +$478K | 23.32% | 1 |
|
|
2022
Q4 | $34.8M | Buy |
162,465
+21,813
| +16% | +$4.67M | 20.26% | 2 |
|
|
2022
Q3 | $29.6M | Buy |
140,652
+104,126
| +285% | +$21.9M | 20.7% | 1 |
|
|
2022
Q2 | $7.99M | Sell |
36,526
-83,660
| -70% | -$18.3M | 22.16% | 2 |
|
|
2022
Q1 | $36.7M | Hold |
120,186
| – | – | 21.4% | 1 |
|
|
2021
Q4 | $36.7M | Sell |
120,186
-1,968
| -2% | -$601K | 21.4% | 1 |
|
|
2021
Q3 | $33.5M | Buy |
122,154
+1,264
| +1% | +$346K | 20.82% | 1 |
|
|
2021
Q2 | $32.8M | Buy |
120,890
+1,203
| +1% | +$327K | 20.61% | 1 |
|
|
2021
Q1 | $29.1M | Sell |
119,687
-35,127
| -23% | -$8.54M | 19.46% | 1 |
|
|
2020
Q4 | $37.3M | Buy |
154,814
+9,338
| +6% | +$2.25M | 18.67% | 1 |
|
|
2020
Q3 | $31.6M | Buy |
145,476
+7,605
| +6% | +$1.65M | 20.28% | 1 |
|
|
2020
Q2 | $26.5M | Buy |
137,871
+2,941
| +2% | +$565K | 18.01% | 1 |
|
|
2020
Q1 | $20.3M | Buy |
134,930
+7,446
| +6% | +$1.12M | 17.03% | 1 |
|
|
2019
Q4 | $22.4M | Buy |
+127,484
| New | +$22.4M | 15.81% | 1 |
|