HCR Wealth Advisors’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 | $390K | Sell |
918
-58
| -6% | -$24.6K | 0.05% | 164 |
|
|
2025
Q1 | $352K | Sell |
976
-11
| -1% | -$3.97K | 0.05% | 165 |
|
|
2024
Q4 | $397K | Buy |
987
+300
| +44% | +$121K | 0.05% | 162 |
|
|
2024
Q3 | $258K | Buy |
687
+70
| +11% | +$26.3K | 0.03% | 198 |
|
|
2024
Q2 | $225K | Buy |
+617
| New | +$225K | 0.03% | 207 |
|
|
2023
Q3 | – | Sell |
-1,664
| Closed | -$458K | – | 180 |
|
|
2023
Q2 | $458K | Buy |
1,664
+1
| +0.1% | +$275 | 0.08% | 116 |
|
|
2023
Q1 | $406K | Hold |
1,663
| – | – | 0.08% | 123 |
|
|
2022
Q4 | $356K | Hold |
1,663
| – | – | 0.07% | 130 |
|
|
2022
Q3 | $350K | Hold |
1,663
| – | – | 0.07% | 130 |
|
|
2022
Q2 | $364K | Hold |
1,663
| – | – | 0.07% | 130 |
|
|
2022
Q1 | $462K | Hold |
1,663
| – | – | 0.08% | 129 |
|
|
2021
Q4 | $508K | Sell |
1,663
-259
| -13% | -$79.1K | 0.08% | 135 |
|
|
2021
Q3 | $527K | Buy |
1,922
+259
| +16% | +$71K | 0.09% | 130 |
|
|
2021
Q2 | $452K | Hold |
1,663
| – | – | 0.08% | 135 |
|
|
2021
Q1 | $404K | Hold |
1,663
| – | – | 0.08% | 137 |
|
|
2020
Q4 | $401K | Hold |
1,663
| – | – | 0.08% | 133 |
|
|
2020
Q3 | $363K | Buy |
1,663
+7
| +0.4% | +$1.53K | 0.08% | 125 |
|
|
2020
Q2 | $321K | Hold |
1,656
| – | – | 0.08% | 123 |
|
|
2020
Q1 | $249K | Hold |
1,656
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $291K | Hold |
1,656
| – | – | 0.07% | 131 |
|
|
2019
Q3 | $266K | Buy |
+1,656
| New | +$266K | 0.09% | 129 |
|
|
2019
Q1 | – | Sell |
-4,748
| Closed | -$622K | – | 185 |
|
|
2018
Q4 | $622K | Buy |
+4,748
| New | +$622K | 0.2% | 88 |
|