Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $255K | Sell |
635
-5,166
| -89% | -$2.07M | 0.19% | 87 |
|
|
2024
Q3 | $2.18M | Sell |
5,801
-1,937
| -25% | -$727K | 0.63% | 30 |
|
|
2024
Q2 | $2.82M | Sell |
7,738
-783
| -9% | -$285K | 0.79% | 24 |
|
|
2024
Q1 | $2.87M | Buy |
8,521
+155
| +2% | +$52.2K | 0.85% | 22 |
|
|
2023
Q4 | $2.54M | Hold |
8,366
| – | – | 0.83% | 24 |
|
|
2023
Q3 | $2.23M | Buy |
+8,366
| New | +$2.23M | 0.8% | 26 |
|
|
2023
Q1 | $2.39M | Buy |
+9,772
| New | +$2.39M | 0.92% | 19 |
|
|
2022
Q4 | – | Sell |
-10,811
| Closed | -$2.27M | – | 718 |
|
|
2022
Q3 | $2.27M | Buy |
10,811
+88
| +0.8% | +$18.5K | 0.94% | 18 |
|
|
2022
Q2 | $2.35M | Buy |
10,723
+619
| +6% | +$135K | 1.05% | 18 |
|
|
2022
Q1 | $2.81M | Buy |
10,104
+12
| +0.1% | +$3.33K | 1.13% | 19 |
|
|
2021
Q4 | $3.08M | Buy |
+10,092
| New | +$3.08M | 1.15% | 19 |
|