Holistic Financial Partners’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 | $9.74M | Sell |
22,943
-12
| -0.1% | -$5.1K | 4.26% | 6 |
|
|
2025
Q1 | $8.29M | Sell |
22,955
-9
| -0% | -$3.25K | 3.99% | 6 |
|
|
2024
Q4 | $9.22M | Sell |
22,964
-85
| -0.4% | -$34.1K | 4.58% | 6 |
|
|
2024
Q3 | $8.65M | Sell |
23,049
-305
| -1% | -$114K | 4.16% | 6 |
|
|
2024
Q2 | $8.51M | Sell |
23,354
-102
| -0.4% | -$37.2K | 4.27% | 4 |
|
|
2024
Q1 | $7.91M | Sell |
23,456
-98
| -0.4% | -$33K | 4.02% | 6 |
|
|
2023
Q4 | $7.14M | Sell |
23,554
-97
| -0.4% | -$29.4K | 4.3% | 6 |
|
|
2023
Q3 | $6.29M | Sell |
23,651
-84
| -0.4% | -$22.3K | 4.18% | 6 |
|
|
2023
Q2 | $6.53M | Sell |
23,735
-4,151
| -15% | -$1.14M | 4.54% | 6 |
|
|
2023
Q1 | $6.81M | Sell |
27,886
-858
| -3% | -$210K | 5.33% | 6 |
|
|
2022
Q4 | $6.16M | Sell |
28,744
-288
| -1% | -$61.7K | 5.51% | 5 |
|
|
2022
Q3 | $6.11M | Sell |
29,032
-6
| -0% | -$1.26K | 6.05% | 4 |
|
|
2022
Q2 | $6.35M | Sell |
29,038
-100
| -0.3% | -$21.9K | 5.99% | 4 |
|
|
2022
Q1 | $8.09M | Sell |
29,138
-752
| -3% | -$209K | 5.14% | 5 |
|
|
2021
Q4 | $9.13M | Sell |
29,890
-21
| -0.1% | -$6.42K | 5.3% | 5 |
|
|
2021
Q3 | $8.2M | Sell |
29,911
-220
| -0.7% | -$60.3K | 5.05% | 6 |
|
|
2021
Q2 | $8.18M | Sell |
30,131
-662
| -2% | -$180K | 4.88% | 6 |
|
|
2021
Q1 | $7.48M | Sell |
30,793
-176
| -0.6% | -$42.8K | 4.94% | 6 |
|
|
2020
Q4 | $7.47M | Sell |
30,969
-59
| -0.2% | -$14.2K | 5.15% | 6 |
|
|
2020
Q3 | $6.73M | Sell |
31,028
-47
| -0.2% | -$10.2K | 5.4% | 5 |
|
|
2020
Q2 | $5.97M | Sell |
31,075
-644
| -2% | -$124K | 5.15% | 5 |
|
|
2020
Q1 | $4.78M | Sell |
31,719
-408
| -1% | -$61.5K | 4.96% | 5 |
|
|
2019
Q4 | $5.65M | Sell |
32,127
-634
| -2% | -$112K | 3.38% | 6 |
|
|
2019
Q3 | $5.23M | Sell |
32,761
-1,083
| -3% | -$173K | 4.64% | 6 |
|
|
2019
Q2 | $5.33M | Sell |
33,844
-197
| -0.6% | -$31K | 5.31% | 7 |
|
|
2019
Q1 | $5.15M | Sell |
34,041
-1,574
| -4% | -$238K | 2.17% | 13 |
|
|
2018
Q4 | $4.66M | Buy |
35,615
+3,858
| +12% | +$505K | 4.86% | 8 |
|
|
2018
Q3 | $4.95M | Sell |
31,757
-529
| -2% | -$82.5K | 4.62% | 8 |
|
|
2018
Q2 | $4.64M | Sell |
32,286
-2,138
| -6% | -$307K | 5.31% | 7 |
|
|
2018
Q1 | $4.69M | Sell |
34,424
-2,889
| -8% | -$393K | 3.91% | 7 |
|
|
2017
Q4 | $5.03M | Buy |
+37,313
| New | +$5.03M | 4.13% | 6 |
|