GIA
GHP Investment Advisors’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 | $22.5M | Sell |
53,109
-169
| -0.3% | -$71.8K | 1% | 17 |
|
2025
Q1 | $19.2M | Sell |
53,278
-432
| -0.8% | -$156K | 0.92% | 21 |
|
2024
Q4 | $21.6M | Sell |
53,710
-766
| -1% | -$308K | 1.01% | 15 |
|
2024
Q3 | $20.4M | Sell |
54,476
-160
| -0.3% | -$60.1K | 0.94% | 16 |
|
2024
Q2 | $19.9M | Sell |
54,636
-335
| -0.6% | -$122K | 0.99% | 15 |
|
2024
Q1 | $18.5M | Sell |
54,971
-301
| -0.5% | -$101K | 0.92% | 18 |
|
2023
Q4 | $16.8M | Sell |
55,272
-143
| -0.3% | -$43.4K | 0.91% | 18 |
|
2023
Q3 | $15.1M | Sell |
55,415
-310
| -0.6% | -$84.4K | 0.92% | 18 |
|
2023
Q2 | $15.2M | Sell |
55,725
-784
| -1% | -$214K | 0.89% | 19 |
|
2023
Q1 | $13.8M | Sell |
56,509
-473
| -0.8% | -$116K | 0.88% | 18 |
|
2022
Q4 | $12.2M | Sell |
56,982
-2,432
| -4% | -$521K | 0.83% | 19 |
|
2022
Q3 | $12.5M | Buy |
59,414
+87
| +0.1% | +$18.3K | 0.96% | 16 |
|
2022
Q2 | $13M | Sell |
59,327
-59
| -0.1% | -$12.9K | 0.96% | 15 |
|
2022
Q1 | $16.5M | Sell |
59,386
-108
| -0.2% | -$30K | 1.08% | 14 |
|
2021
Q4 | $18.2M | Sell |
59,494
-1,945
| -3% | -$594K | 1.29% | 9 |
|
2021
Q3 | $16.8M | Buy |
61,439
+1,336
| +2% | +$366K | 1.33% | 10 |
|
2021
Q2 | $16.3M | Buy |
60,103
+2,061
| +4% | +$560K | 1.31% | 10 |
|
2021
Q1 | $14.1M | Buy |
58,042
+4,456
| +8% | +$1.08M | 1.22% | 14 |
|
2020
Q4 | $12.9M | Sell |
53,586
-1,483
| -3% | -$358K | 1.23% | 12 |
|
2020
Q3 | $11.9M | Buy |
55,069
+88
| +0.2% | +$19.1K | 1.35% | 9 |
|
2020
Q2 | $10.6M | Sell |
54,981
-654
| -1% | -$126K | 1.31% | 12 |
|
2020
Q1 | $8.38M | Sell |
55,635
-1,021
| -2% | -$154K | 1.26% | 13 |
|
2019
Q4 | $9.97M | Sell |
56,656
-913
| -2% | -$161K | 1.07% | 21 |
|
2019
Q3 | $9.19M | Sell |
57,569
-6,171
| -10% | -$985K | 1.14% | 16 |
|
2019
Q2 | $10M | Sell |
63,740
-2,066
| -3% | -$325K | 1.22% | 13 |
|
2019
Q1 | $9.96M | Sell |
65,806
-1,351
| -2% | -$204K | 1.28% | 11 |
|
2018
Q4 | $8.79M | Sell |
67,157
-866
| -1% | -$113K | 1.32% | 11 |
|
2018
Q3 | $10.6M | Sell |
68,023
-1,807
| -3% | -$282K | 1.42% | 10 |
|
2018
Q2 | $10M | Buy |
69,830
+484
| +0.7% | +$69.6K | 1.41% | 11 |
|
2018
Q1 | $9.44M | Sell |
69,346
-1,297
| -2% | -$177K | 1.34% | 12 |
|
2017
Q4 | $9.51M | Sell |
70,643
-1,500
| -2% | -$202K | 1.35% | 12 |
|
2017
Q3 | $9.02M | Sell |
72,143
-1,056
| -1% | -$132K | 1.37% | 12 |
|
2017
Q2 | $8.71M | Sell |
73,199
-1,426
| -2% | -$170K | 1.38% | 13 |
|
2017
Q1 | $8.49M | Sell |
74,625
-1,070
| -1% | -$122K | 1.46% | 10 |
|
2016
Q4 | $7.94M | Sell |
75,695
-1,664
| -2% | -$175K | 1.48% | 9 |
|
2016
Q3 | $8.06M | Sell |
77,359
-762
| -1% | -$79.4K | 1.65% | 9 |
|
2016
Q2 | $7.84M | Sell |
78,121
-4,840
| -6% | -$486K | 1.69% | 9 |
|
2016
Q1 | $8.28M | Sell |
82,961
-232
| -0.3% | -$23.1K | 1.87% | 9 |
|
2015
Q4 | $8.28M | Sell |
83,193
-833
| -1% | -$82.9K | 2% | 9 |
|
2015
Q3 | $7.81M | Sell |
84,026
-1,111
| -1% | -$103K | 2.02% | 9 |
|
2015
Q2 | $8.58M | Sell |
85,137
-733
| -0.9% | -$73.9K | 2.12% | 9 |
|
2015
Q1 | $8.49M | Sell |
85,870
-340
| -0.4% | -$33.6K | 2.22% | 8 |
|
2014
Q4 | $8.24M | Sell |
86,210
-414
| -0.5% | -$39.6K | 2.27% | 8 |
|
2014
Q3 | $7.94M | Sell |
86,624
-40
| -0% | -$3.67K | 2.34% | 8 |
|
2014
Q2 | $7.88M | Sell |
86,664
-12
| -0% | -$1.09K | 2.32% | 8 |
|
2014
Q1 | $7.5M | Buy |
86,676
+94
| +0.1% | +$8.14K | 2.39% | 8 |
|
2013
Q4 | $7.44M | Buy |
86,582
+537
| +0.6% | +$46.2K | 2.45% | 8 |
|
2013
Q3 | $6.73M | Buy |
86,045
+1,001
| +1% | +$78.3K | 2.44% | 8 |
|
2013
Q2 | $6.19M | Buy |
+85,044
| New | +$6.19M | 2.47% | 8 |
|