Gilbert & Cook’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 | $580K | Hold |
1,367
| – | – | 0.08% | 122 |
|
2025
Q1 | $494K | Hold |
1,367
| – | – | 0.07% | 140 |
|
2024
Q4 | $549K | Hold |
1,367
| – | – | 0.08% | 125 |
|
2024
Q3 | $513K | Sell |
1,367
-40
| -3% | -$15K | 0.07% | 131 |
|
2024
Q2 | $513K | Hold |
1,407
| – | – | 0.08% | 123 |
|
2024
Q1 | $474K | Buy |
1,407
+40
| +3% | +$13.5K | 0.06% | 147 |
|
2023
Q4 | $414K | Buy |
1,367
+27
| +2% | +$8.19K | 0.06% | 160 |
|
2023
Q3 | $356K | Hold |
1,340
| – | – | 0.06% | 165 |
|
2023
Q2 | $369K | Hold |
1,340
| – | – | 0.06% | 147 |
|
2023
Q1 | $327K | Sell |
1,340
-97
| -7% | -$23.7K | 0.06% | 161 |
|
2022
Q4 | $308K | Sell |
1,437
-313
| -18% | -$67.1K | 0.06% | 165 |
|
2022
Q3 | $373K | Hold |
1,750
| – | – | 0.08% | 133 |
|
2022
Q2 | $383K | Hold |
1,750
| – | – | 0.07% | 130 |
|
2022
Q1 | $486K | Hold |
1,750
| – | – | 0.08% | 114 |
|
2021
Q4 | $535K | Sell |
1,750
-497
| -22% | -$152K | 0.09% | 105 |
|
2021
Q3 | $616K | Sell |
2,247
-178
| -7% | -$48.8K | 0.11% | 77 |
|
2021
Q2 | $658K | Hold |
2,425
| – | – | 0.12% | 73 |
|
2021
Q1 | $589K | Hold |
2,425
| – | – | 0.12% | 74 |
|
2020
Q4 | $585K | Sell |
2,425
-61
| -2% | -$14.7K | 0.13% | 61 |
|
2020
Q3 | $539K | Sell |
2,486
-1,188
| -32% | -$258K | 0.13% | 57 |
|
2020
Q2 | $705K | Sell |
3,674
-431
| -10% | -$82.7K | 0.18% | 48 |
|
2020
Q1 | $618K | Buy |
4,105
+1,532
| +60% | +$231K | 0.18% | 44 |
|
2019
Q4 | $453K | Sell |
2,573
-100
| -4% | -$17.6K | 0.11% | 66 |
|
2019
Q3 | $427K | Sell |
2,673
-695
| -21% | -$111K | 0.12% | 63 |
|
2019
Q2 | $530K | Sell |
3,368
-51
| -1% | -$8.03K | 0.15% | 50 |
|
2019
Q1 | $517K | Sell |
3,419
-396
| -10% | -$59.9K | 0.16% | 50 |
|
2018
Q4 | $499K | Sell |
3,815
-84
| -2% | -$11K | 0.18% | 50 |
|
2018
Q3 | $608K | Buy |
3,899
+2
| +0.1% | +$312 | 0.19% | 47 |
|
2018
Q2 | $560K | Sell |
3,897
-29
| -0.7% | -$4.17K | 0.19% | 45 |
|
2018
Q1 | $534K | Sell |
3,926
-773
| -16% | -$105K | 0.19% | 44 |
|
2017
Q4 | $633K | Buy |
4,699
+159
| +4% | +$21.4K | 0.22% | 39 |
|
2017
Q3 | $568K | Sell |
4,540
-1,315
| -22% | -$165K | 0.21% | 38 |
|
2017
Q2 | $697K | Sell |
5,855
-83
| -1% | -$9.88K | 0.25% | 41 |
|
2017
Q1 | $676K | Sell |
5,938
-477
| -7% | -$54.3K | 0.28% | 36 |
|
2016
Q4 | $673K | Buy |
+6,415
| New | +$673K | 0.3% | 37 |
|