Howland Capital 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 | $3.77M | Sell |
8,882
-87
| -1% | -$36.9K | 0.15% | 79 |
|
|
2025
Q1 | $3.24M | Hold |
8,969
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $3.6M | Sell |
8,969
-170
| -2% | -$68.3K | 0.16% | 82 |
|
|
2024
Q3 | $3.43M | Buy |
9,139
+20
| +0.2% | +$7.51K | 0.15% | 83 |
|
|
2024
Q2 | $3.32M | Buy |
9,119
+63
| +0.7% | +$23K | 0.16% | 77 |
|
|
2024
Q1 | $3.05M | Hold |
9,056
| – | – | 0.15% | 83 |
|
|
2023
Q4 | $2.75M | Hold |
9,056
| – | – | 0.15% | 85 |
|
|
2023
Q3 | $2.41M | Sell |
9,056
-83
| -0.9% | -$22.1K | 0.14% | 88 |
|
|
2023
Q2 | $2.51M | Sell |
9,139
-241
| -3% | -$66.3K | 0.14% | 87 |
|
|
2023
Q1 | $2.29M | Buy |
9,380
+241
| +3% | +$58.9K | 0.14% | 86 |
|
|
2022
Q4 | $1.96M | Hold |
9,139
| – | – | 0.12% | 96 |
|
|
2022
Q3 | $1.92M | Hold |
9,139
| – | – | 0.12% | 91 |
|
|
2022
Q2 | $2M | Hold |
9,139
| – | – | 0.12% | 87 |
|
|
2022
Q1 | $2.54M | Sell |
9,139
-100
| -1% | -$27.8K | 0.14% | 78 |
|
|
2021
Q4 | $2.82M | Sell |
9,239
-7
| -0.1% | -$2.14K | 0.14% | 77 |
|
|
2021
Q3 | $2.53M | Hold |
9,246
| – | – | 0.13% | 84 |
|
|
2021
Q2 | $2.51M | Sell |
9,246
-14
| -0.2% | -$3.8K | 0.13% | 84 |
|
|
2021
Q1 | $2.25M | Hold |
9,260
| – | – | 0.13% | 86 |
|
|
2020
Q4 | $2.23M | Sell |
9,260
-176
| -2% | -$42.4K | 0.13% | 83 |
|
|
2020
Q3 | $2.05M | Hold |
9,436
| – | – | 0.13% | 83 |
|
|
2020
Q2 | $1.81M | Hold |
9,436
| – | – | 0.13% | 84 |
|
|
2020
Q1 | $1.42M | Hold |
9,436
| – | – | 0.12% | 89 |
|
|
2019
Q4 | $1.66M | Sell |
9,436
-83
| -0.9% | -$14.6K | 0.12% | 95 |
|
|
2019
Q3 | $1.52M | Hold |
9,519
| – | – | 0.12% | 97 |
|
|
2019
Q2 | $1.5M | Hold |
9,519
| – | – | 0.12% | 93 |
|
|
2019
Q1 | $1.44M | Sell |
9,519
-770
| -7% | -$117K | 0.12% | 92 |
|
|
2018
Q4 | $1.35M | Hold |
10,289
| – | – | 0.13% | 92 |
|
|
2018
Q3 | $1.61M | Hold |
10,289
| – | – | 0.12% | 101 |
|
|
2018
Q2 | $1.48M | Buy |
10,289
+420
| +4% | +$60.4K | 0.12% | 103 |
|
|
2018
Q1 | $1.34M | Sell |
9,869
-555
| -5% | -$75.5K | 0.11% | 103 |
|
|
2017
Q4 | $1.4M | Hold |
10,424
| – | – | 0.11% | 106 |
|
|
2017
Q3 | $1.3M | Buy |
10,424
+795
| +8% | +$99.5K | 0.11% | 104 |
|
|
2017
Q2 | $1.15M | Hold |
9,629
| – | – | 0.1% | 111 |
|
|
2017
Q1 | $1.1M | Sell |
9,629
-50
| -0.5% | -$5.69K | 0.09% | 113 |
|
|
2016
Q4 | $1.02M | Sell |
9,679
-753
| -7% | -$79K | 0.09% | 114 |
|
|
2016
Q3 | $1.09M | Hold |
10,432
| – | – | 0.1% | 109 |
|
|
2016
Q2 | $1.05M | Hold |
10,432
| – | – | 0.1% | 108 |
|
|
2016
Q1 | $1.04M | Hold |
10,432
| – | – | 0.11% | 110 |
|
|
2015
Q4 | $1.04M | Buy |
10,432
+1,540
| +17% | +$153K | 0.11% | 111 |
|
|
2015
Q3 | $827K | Buy |
8,892
+176
| +2% | +$16.4K | 0.09% | 114 |
|
|
2015
Q2 | $863K | Hold |
8,716
| – | – | 0.09% | 114 |
|
|
2015
Q1 | $862K | Sell |
8,716
-120
| -1% | -$11.9K | 0.09% | 114 |
|
|
2014
Q4 | $845K | Hold |
8,836
| – | – | 0.08% | 116 |
|
|
2014
Q3 | $810K | Buy |
+8,836
| New | +$810K | 0.08% | 115 |
|