HighMark 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 | $29.4K | Buy |
69
+26
| +60% | +$11.1K | 0.01% | 199 |
|
|
2025
Q1 | $15.6K | Hold |
43
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $17.3K | Sell |
43
-13
| -23% | -$5.24K | 0.01% | 214 |
|
|
2024
Q3 | $21.1K | Hold |
56
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $20.5K | Hold |
56
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $18.9K | Hold |
56
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $17K | Hold |
56
| – | – | 0.01% | 207 |
|
|
2023
Q3 | $14.9K | Hold |
56
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $15.5K | Hold |
56
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $13.7K | Hold |
56
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $12K | Hold |
56
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $12K | Hold |
56
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $12K | Hold |
56
| – | – | 0.01% | 222 |
|
|
2022
Q1 | $16K | Hold |
56
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $17K | Hold |
56
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $15K | Hold |
56
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $15K | Hold |
56
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $14K | Hold |
56
| – | – | 0.01% | 195 |
|
|
2020
Q4 | $14K | Hold |
56
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $12K | Hold |
56
| – | – | 0.01% | 199 |
|
|
2020
Q2 | $11K | Hold |
56
| – | – | 0.01% | 183 |
|
|
2020
Q1 | $8K | Sell |
56
-89
| -61% | -$12.7K | 0.01% | 168 |
|
|
2019
Q4 | $25K | Buy |
+145
| New | +$25K | 0.03% | 120 |
|