Gradient Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $340K | Buy |
+2,740
| New | +$330K | ﹤0.01% | 396 |
|
|
2024
Q3 | – | Sell |
-184
| Closed | -$16.8K | – | 827 |
|
|
2024
Q2 | $16.8K | Buy |
+184
| New | +$15.7K | ﹤0.01% | 666 |
|
|
2024
Q1 | – | Sell |
-9,696
| Closed | -$735K | – | 1536 |
|
|
2023
Q4 | $735K | Buy |
9,696
+2,536
| +35% | +$179K | 0.02% | 205 |
|
|
2023
Q3 | $476K | Buy |
7,160
+1,184
| +20% | +$81.8K | 0.01% | 231 |
|
|
2023
Q2 | $411K | Buy |
5,976
+2,196
| +58% | +$140K | 0.01% | 255 |
|
|
2023
Q1 | $231K | Buy |
3,780
+2,456
| +185% | +$141K | 0.01% | 282 |
|
|
2022
Q4 | $70.9K | Buy |
1,324
+160
| +14% | +$8.8K | ﹤0.01% | 438 |
|
|
2022
Q3 | $61K | Sell |
1,164
-56
| -5% | -$3.29K | ﹤0.01% | 442 |
|
|
2022
Q2 | $67K | Sell |
1,220
-68
| -5% | -$4.08K | ﹤0.01% | 425 |
|
|
2022
Q1 | $89K | Buy |
1,288
+124
| +11% | +$8.46K | ﹤0.01% | 386 |
|
|
2021
Q4 | $89K | Hold |
1,164
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $80K | Hold |
1,164
| – | – | ﹤0.01% | 403 |
|
|
2021
Q2 | $79K | Hold |
1,164
| – | – | ﹤0.01% | 406 |
|
|
2021
Q1 | $71K | Sell |
1,164
-148
| -11% | -$9.01K | ﹤0.01% | 415 |
|
|
2020
Q4 | $71K | Hold |
1,312
| – | – | ﹤0.01% | 352 |
|
|
2020
Q3 | $71K | Sell |
1,312
-332
| -20% | -$17.5K | ﹤0.01% | 354 |
|
|
2020
Q2 | $79K | Buy |
1,644
+264
| +19% | +$11.6K | ﹤0.01% | 324 |
|
|
2020
Q1 | $52K | Sell |
1,380
-152
| -10% | -$6.55K | ﹤0.01% | 344 |
|
|
2019
Q4 | $67K | Sell |
1,532
-296
| -16% | -$12.4K | ﹤0.01% | 349 |
|
|
2019
Q3 | $73K | Buy |
1,828
+576
| +46% | +$23.1K | ﹤0.01% | 329 |
|
|
2019
Q2 | $49K | Sell |
1,252
-440
| -26% | -$17K | ﹤0.01% | 383 |
|
|
2019
Q1 | $64K | Sell |
1,692
-7,124
| -81% | -$256K | ﹤0.01% | 313 |
|
|
2018
Q4 | $289K | Sell |
8,816
-328
| -4% | -$11.6K | 0.02% | 206 |
|
|
2018
Q3 | $357K | Sell |
9,144
-80
| -0.9% | -$3.03K | 0.02% | 211 |
|
|
2018
Q2 | $332K | Buy |
9,224
+4,664
| +102% | +$165K | 0.02% | 209 |
|
|
2018
Q1 | $155K | Hold |
4,560
| – | – | 0.01% | 244 |
|
|
2017
Q4 | $154K | Buy |
+4,560
| New | +$149K | 0.01% | 258 |
|
|
2017
Q3 | – | Sell |
-2,424
| Closed | -$72K | – | 472 |
|
|
2017
Q2 | $72K | Sell |
2,424
-908
| -27% | -$26.7K | 0.01% | 283 |
|
|
2017
Q1 | $95K | Buy |
3,332
+140
| +4% | +$3.88K | 0.01% | 266 |
|
|
2016
Q4 | $84K | Buy |
3,192
+532
| +20% | +$13.8K | 0.01% | 227 |
|
|
2016
Q3 | $69K | Sell |
2,660
-3,204
| -55% | -$83.3K | 0.01% | 238 |
|
|
2016
Q2 | $147K | Buy |
5,864
+2,424
| +70% | +$60.5K | 0.02% | 197 |
|
|
2016
Q1 | $86K | Hold |
3,440
| – | – | 0.01% | 220 |
|
|
2015
Q4 | $86K | Sell |
3,440
-8
| -0.2% | -$200 | 0.01% | 214 |
|
|
2015
Q3 | $80K | Buy |
3,448
+8
| +0.2% | +$197 | 0.01% | 203 |
|
|
2015
Q2 | $85K | Buy |
+3,440
| New | +$86.5K | 0.01% | 209 |
|
Other funds holding IWF
SP
CMA
MAM
SPIA
BWCS
WWM
LFWA
RFA
RIM