Howe & Rusling’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 | $419K | Buy |
986
+699
| +244% | +$297K | 0.03% | 188 |
|
|
2025
Q1 | $104K | Sell |
287
-87
| -23% | -$31.4K | 0.01% | 296 |
|
|
2024
Q4 | $150K | Buy |
374
+103
| +38% | +$41.4K | 0.01% | 266 |
|
|
2024
Q3 | $102K | Sell |
271
-21
| -7% | -$7.88K | 0.01% | 273 |
|
|
2024
Q2 | $106K | Sell |
292
-102
| -26% | -$37.2K | 0.01% | 261 |
|
|
2024
Q1 | $133K | Sell |
394
-1,577
| -80% | -$532K | 0.01% | 258 |
|
|
2023
Q4 | $598K | Buy |
1,971
+69
| +4% | +$20.9K | 0.06% | 127 |
|
|
2023
Q3 | $506K | Buy |
1,902
+139
| +8% | +$37K | 0.06% | 127 |
|
|
2023
Q2 | $485K | Sell |
1,763
-177
| -9% | -$48.7K | 0.05% | 137 |
|
|
2023
Q1 | $474K | Buy |
1,940
+178
| +10% | +$43.5K | 0.06% | 139 |
|
|
2022
Q4 | $377K | Hold |
1,762
| – | – | 0.05% | 141 |
|
|
2022
Q3 | $371K | Hold |
1,762
| – | – | 0.05% | 144 |
|
|
2022
Q2 | $385K | Buy |
1,762
+177
| +11% | +$38.7K | 0.05% | 141 |
|
|
2022
Q1 | $440K | Hold |
1,585
| – | – | 0.05% | 135 |
|
|
2021
Q4 | $484K | Hold |
1,585
| – | – | 0.06% | 127 |
|
|
2021
Q3 | $434K | Hold |
1,585
| – | – | 0.05% | 128 |
|
|
2021
Q2 | $430K | Sell |
1,585
-29
| -2% | -$7.87K | 0.05% | 125 |
|
|
2021
Q1 | $392K | Sell |
1,614
-30
| -2% | -$7.29K | 0.05% | 124 |
|
|
2020
Q4 | $396K | Buy |
1,644
+11
| +0.7% | +$2.65K | 0.06% | 114 |
|
|
2020
Q3 | $354K | Sell |
1,633
-163
| -9% | -$35.3K | 0.06% | 114 |
|
|
2020
Q2 | $345K | Sell |
1,796
-95
| -5% | -$18.2K | 0.06% | 106 |
|
|
2020
Q1 | $285K | Hold |
1,891
| – | – | 0.06% | 122 |
|
|
2019
Q4 | $333K | Buy |
+1,891
| New | +$333K | 0.06% | 152 |
|
|
2018
Q2 | – | Sell |
-3,392
| Closed | -$462K | – | 876 |
|
|
2018
Q1 | $462K | Buy |
3,392
+3,139
| +1,241% | +$428K | 0.08% | 114 |
|
|
2017
Q4 | $34K | Hold |
253
| – | – | 0.01% | 336 |
|
|
2017
Q3 | $32K | Hold |
253
| – | – | 0.01% | 340 |
|
|
2017
Q2 | $30K | Sell |
253
-260
| -51% | -$30.8K | 0.01% | 323 |
|
|
2017
Q1 | $58K | Sell |
513
-68
| -12% | -$7.69K | 0.01% | 248 |
|
|
2016
Q4 | $61K | Buy |
581
+259
| +80% | +$27.2K | 0.01% | 250 |
|
|
2016
Q3 | $34K | Sell |
322
-298
| -48% | -$31.5K | 0.01% | 299 |
|
|
2016
Q2 | $62K | Hold |
620
| – | – | 0.01% | 227 |
|
|
2016
Q1 | $62K | Buy |
620
+574
| +1,248% | +$57.4K | 0.01% | 249 |
|
|
2015
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 630 |
|
|
2015
Q3 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 675 |
|
|
2014
Q2 | – | Sell |
-757
| Closed | -$66K | – | 879 |
|
|
2014
Q1 | $66K | Buy |
757
+710
| +1,511% | +$61.9K | 0.02% | 280 |
|
|
2013
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 632 |
|
|
2013
Q3 | $4K | Sell |
47
-757
| -94% | -$64.4K | ﹤0.01% | 727 |
|
|
2013
Q2 | $58K | Buy |
+804
| New | +$58K | 0.02% | 308 |
|