Global Retirement Partners’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 | $30M | Buy |
+70,764
| New | +$30M | 0.74% | 21 |
|
|
2024
Q4 | $25.9M | Buy |
64,455
+932
| +1% | +$374K | 0.74% | 22 |
|
|
2024
Q3 | $23.8M | Sell |
63,523
-8,610
| -12% | -$3.23M | 0.72% | 20 |
|
|
2024
Q2 | $26.3M | Buy |
72,133
+13,866
| +24% | +$5.05M | 0.82% | 21 |
|
|
2024
Q1 | $19.6M | Buy |
58,267
+3,092
| +6% | +$1.04M | 0.73% | 28 |
|
|
2023
Q4 | $16.8M | Buy |
55,175
+18,531
| +51% | +$5.65M | 0.7% | 27 |
|
|
2023
Q3 | $9.79M | Buy |
36,644
+515
| +1% | +$138K | 0.49% | 39 |
|
|
2023
Q2 | $9.94M | Sell |
36,129
-154
| -0.4% | -$42.4K | 0.49% | 39 |
|
|
2023
Q1 | $8.83M | Sell |
36,283
-736
| -2% | -$179K | 0.47% | 39 |
|
|
2022
Q4 | $7.93M | Buy |
37,019
+1,731
| +5% | +$371K | 0.54% | 30 |
|
|
2022
Q3 | $7.85M | Buy |
35,288
+586
| +2% | +$130K | 0.59% | 27 |
|
|
2022
Q2 | $7.59M | Buy |
34,702
+5
| +0% | +$1.09K | 0.61% | 22 |
|
|
2022
Q1 | $7.73M | Buy |
+34,697
| New | +$7.73M | 0.61% | 23 |
|
|
2021
Q4 | – | Sell |
-32,473
| Closed | -$8.9M | – | 1035 |
|
|
2021
Q3 | $8.9M | Sell |
32,473
-1,347
| -4% | -$369K | 0.88% | 21 |
|
|
2021
Q2 | $9.18M | Sell |
33,820
-372
| -1% | -$101K | 0.94% | 19 |
|
|
2021
Q1 | $8.31M | Sell |
34,192
-2,153
| -6% | -$523K | 0.97% | 20 |
|
|
2020
Q4 | $8.76M | Buy |
36,345
+7,029
| +24% | +$1.69M | 1.1% | 16 |
|
|
2020
Q3 | $6.36M | Sell |
29,316
-1,357
| -4% | -$294K | 0.93% | 18 |
|
|
2020
Q2 | $5.89M | Sell |
30,673
-6,978
| -19% | -$1.34M | 0.94% | 21 |
|
|
2020
Q1 | $5.67M | Buy |
37,651
+22,730
| +152% | +$3.42M | 1.07% | 18 |
|
|
2019
Q4 | $2.63M | Sell |
14,921
-299
| -2% | -$52.6K | 0.4% | 50 |
|
|
2019
Q3 | $2.43M | Sell |
15,220
-2,450
| -14% | -$391K | 0.4% | 53 |
|
|
2019
Q2 | $2.78M | Buy |
17,670
+194
| +1% | +$30.5K | 0.53% | 35 |
|
|
2019
Q1 | $2.65M | Buy |
17,476
+236
| +1% | +$35.7K | 0.64% | 33 |
|
|
2018
Q4 | $2.26M | Buy |
17,240
+323
| +2% | +$42.3K | 0.58% | 39 |
|
|
2018
Q3 | $2.64M | Sell |
16,917
-24
| -0.1% | -$3.74K | 0.6% | 34 |
|
|
2018
Q2 | $2.44M | Buy |
16,941
+4,061
| +32% | +$584K | 0.62% | 35 |
|
|
2018
Q1 | $1.75M | Buy |
12,880
+123
| +1% | +$16.7K | 0.48% | 37 |
|
|
2017
Q4 | $1.72M | Buy |
12,757
+22
| +0.2% | +$2.96K | 0.47% | 31 |
|
|
2017
Q3 | $1.59M | Sell |
12,735
-6,247
| -33% | -$781K | 0.66% | 23 |
|
|
2017
Q2 | $2.26M | Buy |
18,982
+6,271
| +49% | +$746K | 1.06% | 11 |
|
|
2017
Q1 | $1.45M | Buy |
12,711
+625
| +5% | +$71.1K | 0.81% | 14 |
|
|
2016
Q4 | $1.27M | Buy |
+12,086
| New | +$1.27M | 0.85% | 16 |
|