GC
Grimes & Company’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 | $2.78M | Buy |
6,554
+6
| +0.1% | +$2.55K | 0.08% | 139 |
|
|
2025
Q1 | $2.36M | Buy |
6,548
+138
| +2% | +$49.8K | 0.07% | 136 |
|
|
2024
Q4 | $2.57M | Sell |
6,410
-885
| -12% | -$355K | 0.07% | 135 |
|
|
2024
Q3 | $2.74M | Sell |
7,295
-231
| -3% | -$86.7K | 0.07% | 126 |
|
|
2024
Q2 | $2.74M | Buy |
7,526
+384
| +5% | +$140K | 0.08% | 119 |
|
|
2024
Q1 | $2.41M | Sell |
7,142
-48
| -0.7% | -$16.2K | 0.07% | 129 |
|
|
2023
Q4 | $2.18M | Sell |
7,190
-117
| -2% | -$35.5K | 0.07% | 129 |
|
|
2023
Q3 | $1.94M | Buy |
7,307
+489
| +7% | +$130K | 0.08% | 125 |
|
|
2023
Q2 | $1.88M | Buy |
6,818
+8
| +0.1% | +$2.2K | 0.07% | 124 |
|
|
2023
Q1 | $1.66M | Buy |
6,810
+878
| +15% | +$215K | 0.07% | 123 |
|
|
2022
Q4 | $1.27M | Sell |
5,932
-155
| -3% | -$33.2K | 0.05% | 145 |
|
|
2022
Q3 | $1.28M | Buy |
6,087
+81
| +1% | +$17K | 0.07% | 128 |
|
|
2022
Q2 | $1.31M | Sell |
6,006
-7
| -0.1% | -$1.53K | 0.07% | 127 |
|
|
2022
Q1 | $1.67M | Sell |
6,013
-452
| -7% | -$125K | 0.09% | 126 |
|
|
2021
Q4 | $1.98M | Buy |
6,465
+395
| +7% | +$121K | 0.09% | 122 |
|
|
2021
Q3 | $1.66M | Buy |
6,070
+552
| +10% | +$151K | 0.07% | 122 |
|
|
2021
Q2 | $1.5M | Hold |
5,518
| – | – | 0.07% | 126 |
|
|
2021
Q1 | $1.34M | Buy |
5,518
+3
| +0.1% | +$729 | 0.06% | 127 |
|
|
2020
Q4 | $1.33M | Hold |
5,515
| – | – | 0.07% | 126 |
|
|
2020
Q3 | $1.2M | Buy |
5,515
+491
| +10% | +$106K | 0.08% | 121 |
|
|
2020
Q2 | $964K | Hold |
5,024
| – | – | 0.07% | 127 |
|
|
2020
Q1 | $757K | Sell |
5,024
-1,289
| -20% | -$194K | 0.07% | 126 |
|
|
2019
Q4 | $1.11M | Buy |
6,313
+765
| +14% | +$135K | 0.07% | 130 |
|
|
2019
Q3 | $886K | Buy |
5,548
+1,998
| +56% | +$319K | 0.06% | 134 |
|
|
2019
Q2 | $559K | Buy |
3,550
+28
| +0.8% | +$4.41K | 0.04% | 163 |
|
|
2019
Q1 | $533K | Buy |
3,522
+238
| +7% | +$36K | 0.04% | 159 |
|
|
2018
Q4 | $430K | Hold |
3,284
| – | – | 0.04% | 160 |
|
|
2018
Q3 | $512K | Sell |
3,284
-1,198
| -27% | -$187K | 0.04% | 157 |
|
|
2018
Q2 | $645K | Sell |
4,482
-334
| -7% | -$48.1K | 0.06% | 141 |
|
|
2018
Q1 | $655K | Buy |
4,816
+239
| +5% | +$32.5K | 0.06% | 134 |
|
|
2017
Q4 | $616K | Buy |
4,577
+239
| +6% | +$32.2K | 0.06% | 131 |
|
|
2017
Q3 | $543K | Hold |
4,338
| – | – | 0.06% | 128 |
|
|
2017
Q2 | $516K | Hold |
4,338
| – | – | 0.06% | 132 |
|
|
2017
Q1 | $494K | Hold |
4,338
| – | – | 0.05% | 134 |
|
|
2016
Q4 | $455K | Buy |
4,338
+1,585
| +58% | +$166K | 0.05% | 140 |
|
|
2016
Q3 | $287K | Sell |
2,753
-578
| -17% | -$60.3K | 0.04% | 161 |
|
|
2016
Q2 | $334K | Buy |
3,331
+508
| +18% | +$50.9K | 0.04% | 158 |
|
|
2016
Q1 | $282K | Hold |
2,823
| – | – | 0.04% | 158 |
|
|
2015
Q4 | $281K | Buy |
2,823
+657
| +30% | +$65.4K | 0.04% | 156 |
|
|
2015
Q3 | $201K | Sell |
2,166
-294,637
| -99% | -$27.3M | 0.03% | 179 |
|
|
2015
Q2 | $14.4M | Buy |
+296,803
| New | +$14.4M | 2.02% | 9 |
|