HeadInvest LLC’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
$413K Sell
972
-21
-2% -$8.92K 0.09% 157
2025
Q1
$359K Hold
993
0.07% 179
2024
Q4
$399K Sell
993
-75
-7% -$30.1K 0.08% 169
2024
Q3
$401K Buy
1,068
+64
+6% +$24K 0.07% 166
2024
Q2
$366K Hold
1,004
0.07% 167
2024
Q1
$338K Sell
1,004
-64
-6% -$21.6K 0.07% 175
2023
Q4
$324K Sell
1,068
-189
-15% -$57.3K 0.07% 178
2023
Q3
$337K Sell
1,257
-25
-2% -$6.71K 0.07% 167
2023
Q2
$350K Sell
1,282
-10
-0.8% -$2.73K 0.08% 171
2023
Q1
$316K Sell
1,292
-10
-0.8% -$2.44K 0.07% 178
2022
Q4
$279K Buy
1,302
+212
+19% +$45.4K 0.06% 182
2022
Q3
$229K Hold
1,090
0.05% 197
2022
Q2
$238K Hold
1,090
0.05% 200
2022
Q1
$303K Sell
1,090
-100
-8% -$27.8K 0.06% 188
2021
Q4
$364K Sell
1,190
-82
-6% -$25.1K 0.06% 173
2021
Q3
$349K Buy
1,272
+137
+12% +$37.6K 0.07% 172
2021
Q2
$308K Sell
1,135
-70
-6% -$19K 0.06% 188
2021
Q1
$292K Sell
1,205
-20
-2% -$4.85K 0.06% 186
2020
Q4
$295K Sell
1,225
-20
-2% -$4.82K 0.06% 172
2020
Q3
$270K Sell
1,245
-24
-2% -$5.21K 0.08% 153
2020
Q2
$244K Sell
1,269
-101
-7% -$19.4K 0.08% 157
2020
Q1
$206K Sell
1,370
-16
-1% -$2.41K 0.08% 154
2019
Q4
$244K Buy
1,386
+88
+7% +$15.5K 0.07% 174
2019
Q3
$207K Buy
+1,298
New +$207K 0.06% 179