HB 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 | $31.9M | Buy |
75,137
+1,318
| +2% | +$560K | 0.25% | 52 |
|
|
2025
Q1 | $26.7M | Buy |
73,819
+9,633
| +15% | +$3.48M | 0.22% | 65 |
|
|
2024
Q4 | $25.8M | Buy |
64,186
+1,524
| +2% | +$612K | 0.26% | 46 |
|
|
2024
Q3 | $23.5M | Buy |
62,662
+3,987
| +7% | +$1.5M | 0.25% | 45 |
|
|
2024
Q2 | $21.4M | Sell |
58,675
-1,662
| -3% | -$606K | 0.25% | 47 |
|
|
2024
Q1 | $20.3M | Buy |
60,337
+453
| +0.8% | +$153K | 0.26% | 42 |
|
|
2023
Q4 | $18.2M | Buy |
59,884
+13,142
| +28% | +$3.98M | 0.26% | 43 |
|
|
2023
Q3 | $12.4M | Buy |
46,742
+440
| +1% | +$117K | 0.2% | 58 |
|
|
2023
Q2 | $12.7M | Sell |
46,302
-694
| -1% | -$191K | 0.2% | 56 |
|
|
2023
Q1 | $11.5M | Sell |
46,996
-2,783
| -6% | -$680K | 0.2% | 58 |
|
|
2022
Q4 | $10.7M | Buy |
49,779
+6,116
| +14% | +$1.31M | 0.19% | 59 |
|
|
2022
Q3 | $9.19M | Buy |
43,663
+171
| +0.4% | +$36K | 0.2% | 58 |
|
|
2022
Q2 | $9.51M | Sell |
43,492
-2,188
| -5% | -$479K | 0.2% | 53 |
|
|
2022
Q1 | $12.7M | Buy |
45,680
+1,500
| +3% | +$416K | 0.24% | 43 |
|
|
2021
Q4 | $13.5M | Buy |
+44,180
| New | +$13.5M | 0.27% | 32 |
|