Howard 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 | $794K | Sell |
1,870
-9
| -0.5% | -$3.82K | 0.4% | 66 |
|
|
2025
Q1 | $679K | Sell |
1,879
-17
| -0.9% | -$6.14K | 0.38% | 66 |
|
|
2024
Q4 | $762K | Buy |
1,896
+8
| +0.4% | +$3.21K | 0.41% | 62 |
|
|
2024
Q3 | $709K | Sell |
1,888
-1
| -0.1% | -$375 | 0.41% | 60 |
|
|
2024
Q2 | $689K | Hold |
1,889
| – | – | 0.54% | 50 |
|
|
2024
Q1 | $637K | Sell |
1,889
-1
| -0.1% | -$337 | 0.52% | 46 |
|
|
2023
Q4 | $573K | Sell |
1,890
-2
| -0.1% | -$606 | 0.48% | 49 |
|
|
2023
Q3 | $503K | Hold |
1,892
| – | – | 0.46% | 49 |
|
|
2023
Q2 | $521K | Sell |
1,892
-5
| -0.3% | -$1.38K | 0.45% | 52 |
|
|
2023
Q1 | $463K | Hold |
1,897
| – | – | 0.39% | 60 |
|
|
2022
Q4 | $406K | Sell |
1,897
-15
| -0.8% | -$3.21K | 0.33% | 69 |
|
|
2022
Q3 | $402K | Buy |
1,912
+152
| +9% | +$32K | 0.28% | 70 |
|
|
2022
Q2 | $384K | Sell |
1,760
-152
| -8% | -$33.2K | 0.41% | 42 |
|
|
2022
Q1 | $530K | Buy |
1,912
+114
| +6% | +$31.6K | 0.29% | 73 |
|
|
2021
Q4 | $549K | Sell |
1,798
-80
| -4% | -$24.4K | 0.29% | 75 |
|
|
2021
Q3 | $514K | Hold |
1,878
| – | – | 0.29% | 79 |
|
|
2021
Q2 | $509K | Hold |
1,878
| – | – | 0.28% | 80 |
|
|
2021
Q1 | $456K | Hold |
1,878
| – | – | 0.27% | 81 |
|
|
2020
Q4 | $452K | Sell |
1,878
-37
| -2% | -$8.91K | 0.28% | 80 |
|
|
2020
Q3 | $415K | Sell |
1,915
-2
| -0.1% | -$433 | 0.3% | 75 |
|
|
2020
Q2 | $367K | Sell |
1,917
-125
| -6% | -$23.9K | 0.3% | 78 |
|
|
2020
Q1 | $307K | Buy |
2,042
+5
| +0.2% | +$752 | 0.32% | 77 |
|
|
2019
Q4 | $358K | Buy |
+2,037
| New | +$358K | 0.3% | 74 |
|