Golden State 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 | $1.2M | Buy |
2,824
+81
| +3% | +$34.4K | 0.15% | 123 |
|
|
2025
Q1 | $991K | Buy |
2,743
+2,076
| +311% | +$750K | 0.15% | 123 |
|
|
2024
Q4 | $268K | Buy |
+667
| New | +$268K | 0.04% | 280 |
|
|
2022
Q1 | $324K | Buy |
1,169
+11
| +0.9% | +$3.05K | 0.06% | 227 |
|
|
2021
Q4 | $354K | Buy |
1,158
+217
| +23% | +$66.3K | 0.06% | 263 |
|
|
2021
Q3 | $258K | Hold |
941
| – | – | 0.06% | 254 |
|
|
2021
Q2 | $255K | Hold |
941
| – | – | 0.06% | 248 |
|
|
2021
Q1 | $228K | Sell |
941
-26
| -3% | -$6.3K | 0.08% | 181 |
|
|
2020
Q4 | $233K | Buy |
967
+26
| +3% | +$6.27K | 0.07% | 211 |
|
|
2020
Q3 | $204K | Buy |
+941
| New | +$204K | 0.07% | 191 |
|
|
2020
Q2 | – | Sell |
-941
| Closed | -$142K | – | 544 |
|
|
2020
Q1 | $142K | Buy |
+941
| New | +$142K | 0.06% | 200 |
|
|
2019
Q4 | – | Sell |
-1,298
| Closed | -$207K | – | 493 |
|
|
2019
Q3 | $207K | Buy |
1,298
+2
| +0.2% | +$319 | 0.07% | 197 |
|
|
2019
Q2 | $204K | Hold |
1,296
| – | – | 0.06% | 225 |
|
|
2019
Q1 | $196K | Buy |
+1,296
| New | +$196K | 0.07% | 228 |
|