FC
Fulcrum Capital’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 | $253K | Hold |
597
| – | – | 0.05% | 91 |
|
|
2025
Q1 | $216K | Hold |
597
| – | – | 0.05% | 103 |
|
|
2024
Q4 | $240K | Buy |
+597
| New | +$240K | 0.05% | 106 |
|
|
2024
Q1 | – | Sell |
-670
| Closed | -$203K | – | 119 |
|
|
2023
Q4 | $203K | Buy |
+670
| New | +$203K | 0.05% | 117 |
|
|
2022
Q1 | – | Sell |
-670
| Closed | -$205K | – | 77 |
|
|
2021
Q4 | $205K | Buy |
+670
| New | +$205K | 0.04% | 84 |
|
|
2021
Q3 | – | Sell |
-1,030
| Closed | -$280K | – | 91 |
|
|
2021
Q2 | $280K | Hold |
1,030
| – | – | 0.07% | 70 |
|
|
2021
Q1 | $250K | Hold |
1,030
| – | – | 0.07% | 73 |
|
|
2020
Q4 | $248K | Hold |
1,030
| – | – | 0.07% | 70 |
|
|
2020
Q3 | $223K | Sell |
1,030
-527
| -34% | -$114K | 0.08% | 59 |
|
|
2020
Q2 | $299K | Sell |
1,557
-340
| -18% | -$65.3K | 0.11% | 55 |
|
|
2020
Q1 | $286K | Hold |
1,897
| – | – | 0.13% | 54 |
|
|
2019
Q4 | $334K | Sell |
1,897
-95
| -5% | -$16.7K | 0.1% | 62 |
|
|
2019
Q3 | $318K | Buy |
+1,992
| New | +$318K | 0.11% | 61 |
|