GeoWealth 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 | $87.1K | Sell |
205
-36,360
| -99% | -$15.4M | ﹤0.01% | 843 |
|
|
2025
Q1 | $13.2M | Buy |
36,565
+633
| +2% | +$229K | 0.53% | 32 |
|
|
2024
Q4 | $14.4M | Buy |
35,932
+22,538
| +168% | +$9.05M | 0.47% | 40 |
|
|
2024
Q3 | $5.03M | Sell |
13,394
-22,894
| -63% | -$8.59M | 0.18% | 104 |
|
|
2024
Q2 | $13.2M | Buy |
36,288
+29,386
| +426% | +$10.7M | 0.58% | 29 |
|
|
2024
Q1 | $2.33M | Sell |
6,902
-37,189
| -84% | -$12.5M | 0.09% | 162 |
|
|
2023
Q4 | $13.4M | Buy |
44,091
+34,678
| +368% | +$10.5M | 1.11% | 18 |
|
|
2023
Q3 | $2.5M | Buy |
9,413
+3,669
| +64% | +$976K | 0.28% | 86 |
|
|
2023
Q2 | $1.58M | Sell |
5,744
-12,458
| -68% | -$3.43M | 0.17% | 98 |
|
|
2023
Q1 | $4.45M | Buy |
18,202
+12,127
| +200% | +$2.96M | 0.52% | 42 |
|
|
2022
Q4 | $1.3M | Sell |
6,075
-9,106
| -60% | -$1.95M | 0.14% | 97 |
|
|
2022
Q3 | $3.2M | Buy |
15,181
+10,566
| +229% | +$2.22M | 0.35% | 61 |
|
|
2022
Q2 | $1.01M | Buy |
4,615
+2,640
| +134% | +$577K | 0.14% | 107 |
|
|
2022
Q1 | $548K | Sell |
1,975
-40,759
| -95% | -$11.3M | 0.05% | 194 |
|
|
2021
Q4 | $13.1M | Sell |
42,734
-20,148
| -32% | -$6.16M | 1.07% | 24 |
|
|
2021
Q3 | $17.2M | Buy |
+62,882
| New | +$17.2M | 1.42% | 14 |
|
|
2019
Q4 | – | Sell |
-1,414
| Closed | -$226K | – | 145 |
|
|
2019
Q3 | $226K | Buy |
+1,414
| New | +$226K | 0.05% | 188 |
|