IAG Wealth Partners’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 | $592K | Buy |
1,395
+101
| +8% | +$42.9K | 0.08% | 81 |
|
2025
Q1 | $467K | Sell |
1,294
-3
| -0.2% | -$1.08K | 0.07% | 76 |
|
2024
Q4 | $521K | Sell |
1,297
-3
| -0.2% | -$1.21K | 0.09% | 67 |
|
2024
Q3 | $488K | Buy |
1,300
+296
| +29% | +$111K | 0.09% | 66 |
|
2024
Q2 | $366K | Sell |
1,004
-155
| -13% | -$56.5K | 0.07% | 75 |
|
2024
Q1 | $391K | Hold |
1,159
| – | – | 0.08% | 67 |
|
2023
Q4 | $351K | Sell |
1,159
-213
| -16% | -$64.6K | 0.08% | 64 |
|
2023
Q3 | $365K | Sell |
1,372
-80
| -6% | -$21.3K | 0.1% | 59 |
|
2023
Q2 | $400K | Sell |
1,452
-156
| -10% | -$42.9K | 0.11% | 60 |
|
2023
Q1 | $393K | Hold |
1,608
| – | – | 0.11% | 54 |
|
2022
Q4 | $344K | Buy |
1,608
+285
| +22% | +$61.1K | 0.1% | 55 |
|
2022
Q3 | $278K | Buy |
1,323
+31
| +2% | +$6.51K | 0.09% | 54 |
|
2022
Q2 | $283K | Sell |
1,292
-75
| -5% | -$16.4K | 0.09% | 53 |
|
2022
Q1 | $380K | Buy |
1,367
+23
| +2% | +$6.39K | 0.12% | 49 |
|
2021
Q4 | $411K | Sell |
1,344
-180
| -12% | -$55K | 0.13% | 46 |
|
2021
Q3 | $418K | Sell |
1,524
-94
| -6% | -$25.8K | 0.15% | 40 |
|
2021
Q2 | $440K | Sell |
1,618
-102
| -6% | -$27.7K | 0.16% | 39 |
|
2021
Q1 | $419K | Sell |
1,720
-40
| -2% | -$9.74K | 0.16% | 37 |
|
2020
Q4 | $425K | Sell |
1,760
-193
| -10% | -$46.6K | 0.17% | 37 |
|
2020
Q3 | $424K | Sell |
1,953
-147
| -7% | -$31.9K | 0.2% | 37 |
|
2020
Q2 | $404K | Hold |
2,100
| – | – | 0.2% | 37 |
|
2020
Q1 | $317K | Buy |
2,100
+204
| +11% | +$30.8K | 0.21% | 40 |
|
2019
Q4 | $334K | Buy |
+1,896
| New | +$334K | 0.22% | 35 |
|