GIM
Goelzer Investment Management’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 | $3.42M | Buy |
8,058
+5
| +0.1% | +$2.12K | 0.19% | 108 |
|
|
2025
Q1 | $2.91M | Sell |
8,053
-472
| -6% | -$170K | 0.17% | 118 |
|
|
2024
Q4 | $3.42M | Sell |
8,525
-6,857
| -45% | -$2.75M | 0.2% | 105 |
|
|
2024
Q3 | $5.77M | Sell |
15,382
-1,993
| -11% | -$748K | 0.32% | 73 |
|
|
2024
Q2 | $6.33M | Sell |
17,375
-2,799
| -14% | -$1.02M | 0.35% | 61 |
|
|
2024
Q1 | $6.8M | Buy |
20,174
+10,433
| +107% | +$3.52M | 0.39% | 63 |
|
|
2023
Q4 | $2.95M | Sell |
9,741
-332
| -3% | -$101K | 0.19% | 109 |
|
|
2023
Q3 | $2.68M | Sell |
10,073
-356
| -3% | -$94.7K | 0.19% | 107 |
|
|
2023
Q2 | $2.87M | Buy |
10,429
+125
| +1% | +$34.4K | 0.24% | 108 |
|
|
2023
Q1 | $2.52M | Sell |
10,304
-25
| -0.2% | -$6.11K | 0.22% | 111 |
|
|
2022
Q4 | $2.21M | Buy |
10,329
+1,378
| +15% | +$295K | 0.19% | 123 |
|
|
2022
Q3 | $1.88M | Buy |
8,951
+7,874
| +731% | +$1.66M | 0.19% | 125 |
|
|
2022
Q2 | $236K | Sell |
1,077
-1,599
| -60% | -$350K | 0.02% | 208 |
|
|
2022
Q1 | $743K | Sell |
2,676
-4,410
| -62% | -$1.22M | 0.06% | 159 |
|
|
2021
Q4 | $2.17M | Buy |
7,086
+73
| +1% | +$22.3K | 0.18% | 135 |
|
|
2021
Q3 | $1.92M | Sell |
7,013
-102
| -1% | -$28K | 0.17% | 143 |
|
|
2021
Q2 | $1.93M | Sell |
7,115
-400
| -5% | -$109K | 0.16% | 150 |
|
|
2021
Q1 | $1.83M | Sell |
7,515
-1,925
| -20% | -$468K | 0.16% | 146 |
|
|
2020
Q4 | $2.28M | Sell |
9,440
-619
| -6% | -$149K | 0.21% | 129 |
|
|
2020
Q3 | $2.18M | Buy |
10,059
+240
| +2% | +$52.1K | 0.2% | 127 |
|
|
2020
Q2 | $1.89M | Sell |
9,819
-145
| -1% | -$27.8K | 0.18% | 136 |
|
|
2020
Q1 | $1.5M | Sell |
9,964
-4,298
| -30% | -$647K | 0.17% | 140 |
|
|
2019
Q4 | $2.51M | Sell |
14,262
-167
| -1% | -$29.4K | 0.22% | 122 |
|
|
2019
Q3 | $2.3M | Sell |
14,429
-1,319
| -8% | -$211K | 0.21% | 130 |
|
|
2019
Q2 | $2.48M | Sell |
15,748
-1,604
| -9% | -$252K | 0.23% | 127 |
|
|
2019
Q1 | $2.63M | Buy |
17,352
+2,613
| +18% | +$395K | 0.25% | 123 |
|
|
2018
Q4 | $1.93M | Sell |
14,739
-242
| -2% | -$31.7K | 0.25% | 130 |
|
|
2018
Q3 | $2.34M | Buy |
14,981
+95
| +0.6% | +$14.8K | 0.26% | 125 |
|
|
2018
Q2 | $2.14M | Buy |
14,886
+4,077
| +38% | +$586K | 0.25% | 133 |
|
|
2018
Q1 | $1.47M | Buy |
10,809
+4,490
| +71% | +$611K | 0.18% | 144 |
|
|
2017
Q4 | $851K | Sell |
6,319
-285
| -4% | -$38.4K | 0.1% | 153 |
|
|
2017
Q3 | $826K | Sell |
6,604
-185
| -3% | -$23.1K | 0.1% | 151 |
|
|
2017
Q2 | $808K | Sell |
6,789
-335
| -5% | -$39.9K | 0.1% | 147 |
|
|
2017
Q1 | $811K | Hold |
7,124
| – | – | 0.1% | 146 |
|
|
2016
Q4 | $747K | Hold |
7,124
| – | – | 0.1% | 152 |
|
|
2016
Q3 | $742K | Sell |
7,124
-192
| -3% | -$20K | 0.1% | 153 |
|
|
2016
Q2 | $734K | Hold |
7,316
| – | – | 0.1% | 152 |
|
|
2016
Q1 | $730K | Buy |
7,316
+1,000
| +16% | +$99.8K | 0.1% | 153 |
|
|
2015
Q4 | $628K | Buy |
+6,316
| New | +$628K | 0.09% | 160 |
|