Global Wealth Management Investment Advisory’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 | $561K | Sell |
1,322
-1
| -0.1% | -$425 | 0.11% | 117 |
|
|
2025
Q1 | $478K | Buy |
1,323
+66
| +5% | +$23.8K | 0.1% | 116 |
|
|
2024
Q4 | $505K | Buy |
1,257
+12
| +1% | +$4.82K | 0.1% | 117 |
|
|
2024
Q3 | $467K | Hold |
1,245
| – | – | 0.1% | 118 |
|
|
2024
Q2 | $454K | Buy |
+1,245
| New | +$454K | 0.11% | 115 |
|
|
2024
Q1 | – | Sell |
-215
| Closed | -$65.2K | – | 295 |
|
|
2023
Q4 | $65.2K | Hold |
215
| – | – | 0.02% | 177 |
|
|
2023
Q3 | $57.2K | Hold |
215
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $59.2K | Buy |
+215
| New | +$59.2K | 0.02% | 188 |
|
|
2022
Q3 | – | Sell |
-215
| Closed | -$47K | – | 304 |
|
|
2022
Q2 | $47K | Hold |
215
| – | – | 0.02% | 181 |
|
|
2022
Q1 | $60K | Hold |
215
| – | – | 0.02% | 180 |
|
|
2021
Q4 | $66K | Hold |
215
| – | – | 0.02% | 177 |
|
|
2021
Q3 | $59K | Hold |
215
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $58K | Hold |
215
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $52K | Buy |
+215
| New | +$52K | 0.02% | 195 |
|
|
2019
Q1 | – | Sell |
-99
| Closed | -$13K | – | 719 |
|
|
2018
Q4 | $13K | Buy |
+99
| New | +$13K | 0.01% | 344 |
|