Helen Stephens Group’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 | $1.43M | Buy |
3,364
+154
| +5% | +$65.4K | 0.35% | 35 |
|
|
2025
Q1 | $1.16M | Buy |
3,210
+3
| +0.1% | +$1.08K | 0.33% | 37 |
|
|
2024
Q4 | $1.29M | Hold |
3,207
| – | – | 0.38% | 36 |
|
|
2024
Q3 | $1.2M | Sell |
3,207
-334
| -9% | -$125K | 0.37% | 39 |
|
|
2024
Q2 | $1.29M | Buy |
3,541
+165
| +5% | +$60.1K | 0.45% | 32 |
|
|
2024
Q1 | $1.14M | Buy |
3,376
+173
| +5% | +$58.3K | 0.44% | 30 |
|
|
2023
Q4 | $971K | Sell |
3,203
-51
| -2% | -$15.5K | 0.44% | 33 |
|
|
2023
Q3 | $866K | Hold |
3,254
| – | – | 0.45% | 31 |
|
|
2023
Q2 | $896K | Buy |
3,254
+3
| +0.1% | +$826 | 0.45% | 31 |
|
|
2023
Q1 | $794K | Buy |
3,251
+525
| +19% | +$128K | 0.41% | 37 |
|
|
2022
Q4 | $584K | Buy |
2,726
+6
| +0.2% | +$1.29K | 0.35% | 41 |
|
|
2022
Q3 | $572K | Buy |
2,720
+6
| +0.2% | +$1.26K | 0.4% | 37 |
|
|
2022
Q2 | $594K | Buy |
2,714
+1,551
| +133% | +$339K | 0.42% | 33 |
|
|
2022
Q1 | $323K | Sell |
1,163
-71
| -6% | -$19.7K | 0.22% | 45 |
|
|
2021
Q4 | $377K | Buy |
+1,234
| New | +$377K | 0.3% | 35 |
|