Horan Securities’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
32,420
+24
| +0.1% | +$2.29K | 1.21% | 6 |
|
|
2025
Q1 | $2.92M | Sell |
32,396
-4
| -0% | -$395 | 1.11% | 6 |
|
|
2024
Q4 | $3.25M | Buy |
32,400
+20
| +0.1% | +$1.97K | 1.23% | 6 |
|
|
2024
Q3 | $3.04M | Sell |
32,380
-4,380
| -12% | -$397K | 1.18% | 7 |
|
|
2024
Q2 | $3.35M | Buy |
36,760
+2,008
| +6% | +$171K | 1.45% | 7 |
|
|
2024
Q1 | $2.93M | Sell |
34,752
-1,300
| -4% | -$105K | 1.38% | 7 |
|
|
2023
Q4 | $2.73M | Sell |
36,052
-9,872
| -21% | -$698K | 1.37% | 7 |
|
|
2023
Q3 | $3.05M | Sell |
45,924
-2,836
| -6% | -$196K | 1.63% | 7 |
|
|
2023
Q2 | $3.35M | Sell |
48,760
-1,312
| -3% | -$83.4K | 1.42% | 5 |
|
|
2023
Q1 | $3.06M | Sell |
50,072
-612
| -1% | -$35.3K | 1.57% | 5 |
|
|
2022
Q4 | $2.71M | Buy |
50,684
+504
| +1% | +$27.7K | 1.53% | 5 |
|
|
2022
Q3 | $2.64M | Sell |
50,180
-52
| -0.1% | -$3.06K | 1.65% | 5 |
|
|
2022
Q2 | $2.82M | Sell |
50,232
-2,880
| -5% | -$173K | 1.72% | 5 |
|
|
2022
Q1 | $3.69M | Sell |
53,112
-600
| -1% | -$41K | 2.2% | 4 |
|
|
2021
Q4 | $4.1M | Buy |
+53,712
| New | +$3.98M | 2.48% | 4 |
|
|
2021
Q2 | $3.69M | Sell |
54,344
-776
| -1% | -$50K | 2.67% | 4 |
|
|
2021
Q1 | $3.35M | Sell |
55,120
-3,388
| -6% | -$206K | 2.86% | 4 |
|
|
2020
Q4 | $3.53M | Sell |
58,508
-576
| -1% | -$32.8K | 2.94% | 5 |
|
|
2020
Q3 | $3.2M | Sell |
59,084
-896
| -1% | -$47.2K | 3.22% | 5 |
|
|
2020
Q2 | $2.88M | Buy |
59,980
+3,540
| +6% | +$156K | 3.16% | 5 |
|
|
2020
Q1 | $2.13M | Sell |
56,440
-9,668
| -15% | -$417K | 2.91% | 5 |
|
|
2019
Q4 | $2.91M | Sell |
66,108
-84
| -0.1% | -$3.51K | 3.23% | 6 |
|
|
2019
Q3 | $2.64M | Sell |
66,192
-1,404
| -2% | -$56.3K | 2.94% | 6 |
|
|
2019
Q2 | $2.66M | Sell |
67,596
-157,904
| -70% | -$6.11M | 3.03% | 5 |
|
|
2019
Q1 | $8.53M | Sell |
225,500
-4,984
| -2% | -$179K | 9.05% | 2 |
|
|
2018
Q4 | $7.77M | Buy |
230,484
+2,344
| +1% | +$82.6K | 9.07% | 3 |
|
|
2018
Q3 | $8.28M | Buy |
228,140
+3,628
| +2% | +$137K | 8.08% | 3 |
|
|
2018
Q2 | $8.41M | Sell |
224,512
-12,848
| -5% | -$454K | 8% | 3 |
|
|
2018
Q1 | $8.12M | Buy |
237,360
+11,204
| +5% | +$393K | 7.14% | 3 |
|
|
2017
Q4 | $7.98M | Buy |
226,156
+5,340
| +2% | +$175K | 7.21% | 3 |
|
|
2017
Q3 | $7.03M | Sell |
220,816
-33,408
| -13% | -$1.02M | 6.92% | 3 |
|
|
2017
Q2 | $7.66M | Buy |
254,224
+12,700
| +5% | +$373K | 8.17% | 3 |
|
|
2017
Q1 | $6.79M | Sell |
241,524
-3,556
| -1% | -$98.6K | 7.84% | 4 |
|
|
2016
Q4 | $6.68M | Buy |
245,080
+32,356
| +15% | +$840K | 8.22% | 3 |
|
|
2016
Q3 | $5.47M | Buy |
212,724
+26,564
| +14% | +$691K | 7.5% | 4 |
|
|
2016
Q2 | $4.88M | Buy |
186,160
+28,672
| +18% | +$716K | 7.71% | 3 |
|
|
2016
Q1 | $3.96M | Buy |
+157,488
| New | +$3.72M | 8.27% | 2 |
|