Gitterman 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 | $896K | Hold |
2,111
| – | – | 0.21% | 18 |
|
|
2025
Q1 | $762K | Buy |
2,111
+379
| +22% | +$137K | 0.2% | 24 |
|
|
2024
Q4 | $696K | Hold |
1,732
| – | – | 0.29% | 24 |
|
|
2024
Q3 | $650K | Hold |
1,732
| – | – | 0.27% | 24 |
|
|
2024
Q2 | $631K | Buy |
1,732
+85
| +5% | +$31K | 0.24% | 22 |
|
|
2024
Q1 | $555K | Hold |
1,647
| – | – | 0.22% | 27 |
|
|
2023
Q4 | $499K | Hold |
1,647
| – | – | 0.22% | 25 |
|
|
2023
Q3 | $438K | Sell |
1,647
-355
| -18% | -$94.4K | 0.21% | 24 |
|
|
2023
Q2 | $551K | Sell |
2,002
-638
| -24% | -$176K | 0.26% | 20 |
|
|
2023
Q1 | $645K | Hold |
2,640
| – | – | 0.31% | 16 |
|
|
2022
Q4 | $566K | Hold |
2,640
| – | – | 0.28% | 17 |
|
|
2022
Q3 | $555K | Hold |
2,640
| – | – | 0.57% | 17 |
|
|
2022
Q2 | $577K | Buy |
2,640
+153
| +6% | +$33.4K | 0.54% | 21 |
|
|
2022
Q1 | $690K | Hold |
2,487
| – | – | 0.56% | 20 |
|
|
2021
Q4 | $760K | Sell |
2,487
-242
| -9% | -$74K | 0.56% | 22 |
|
|
2021
Q3 | $748K | Hold |
2,729
| – | – | 0.6% | 19 |
|
|
2021
Q2 | $741K | Hold |
2,729
| – | – | 0.6% | 19 |
|
|
2021
Q1 | $663K | Buy |
+2,729
| New | +$663K | 0.43% | 22 |
|