Hoese & Co’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 | $2.33M | Sell |
5,486
-706
| -11% | -$300K | 1.88% | 13 |
|
|
2025
Q1 | $2.24M | Hold |
6,192
| – | – | 1.94% | 14 |
|
|
2024
Q4 | $2.49M | Sell |
6,192
-200
| -3% | -$80.3K | 2.16% | 11 |
|
|
2024
Q3 | $2.4M | Sell |
6,392
-390
| -6% | -$146K | 2.01% | 13 |
|
|
2024
Q2 | $2.32M | Hold |
6,782
| – | – | 2.03% | 12 |
|
|
2024
Q1 | $2.25M | Hold |
6,782
| – | – | 2.05% | 13 |
|
|
2023
Q4 | $1.97M | Hold |
6,782
| – | – | 1.93% | 13 |
|
|
2023
Q3 | $1.8M | Hold |
6,782
| – | – | 1.85% | 13 |
|
|
2023
Q2 | $1.87M | Hold |
6,782
| – | – | 1.75% | 15 |
|
|
2023
Q1 | $1.56M | Sell |
6,782
-220
| -3% | -$50.5K | 1.76% | 14 |
|
|
2022
Q4 | $1.63M | Hold |
7,002
| – | – | 1.71% | 14 |
|
|
2022
Q3 | $1.47M | Hold |
7,002
| – | – | 1.74% | 14 |
|
|
2022
Q2 | $1.53M | Sell |
7,002
-315
| -4% | -$68.9K | 1.72% | 14 |
|
|
2022
Q1 | $2.03M | Sell |
7,317
-350
| -5% | -$97.2K | 2.1% | 12 |
|
|
2021
Q4 | $2.34M | Hold |
7,667
| – | – | 2.33% | 11 |
|
|
2021
Q3 | $2.1M | Sell |
7,667
-140
| -2% | -$38.4K | 2.27% | 11 |
|
|
2021
Q2 | $2.12M | Sell |
7,807
-480
| -6% | -$130K | 2.38% | 11 |
|
|
2021
Q1 | $2.02M | Buy |
+8,287
| New | +$2.02M | 2.49% | 9 |
|