Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.09M | Buy |
34,163
+21,793
| +176% | +$5.8M | 1.03% | 20 |
|
|
2023
Q2 | $3.4M | Sell |
12,370
-109
| -0.9% | -$30K | 0.36% | 57 |
|
|
2023
Q1 | $3.05M | Buy |
+12,479
| New | +$3.05M | 0.33% | 71 |
|
|
2022
Q2 | $3.13M | Buy |
14,304
+51
| +0.4% | +$11.2K | 0.37% | 69 |
|
|
2022
Q1 | $3.96M | Buy |
14,253
+787
| +6% | +$218K | 0.39% | 66 |
|
|
2021
Q4 | $4.12M | Sell |
13,466
-2,617
| -16% | -$800K | 0.41% | 66 |
|
|
2021
Q3 | $4.41M | Sell |
16,083
-138
| -0.9% | -$37.8K | 0.47% | 53 |
|
|
2021
Q2 | $4.4M | Sell |
16,221
-54
| -0.3% | -$14.7K | 0.47% | 55 |
|
|
2021
Q1 | $3.96M | Buy |
16,275
+1,726
| +12% | +$419K | 0.5% | 56 |
|
|
2020
Q4 | $3.51M | Sell |
14,549
-52
| -0.4% | -$12.5K | 0.55% | 49 |
|
|
2020
Q3 | $3.17M | Hold |
14,601
| – | – | 0.61% | 47 |
|
|
2020
Q2 | $2.8M | Hold |
14,601
| – | – | 0.68% | 30 |
|
|
2020
Q1 | $2.2M | Sell |
14,601
-918
| -6% | -$138K | 0.87% | 22 |
|
|
2019
Q4 | $2.73M | Sell |
15,519
-1,365
| -8% | -$240K | 0.86% | 20 |
|
|
2019
Q3 | $2.7M | Sell |
16,884
-57
| -0.3% | -$9.1K | 0.92% | 21 |
|
|
2019
Q2 | $2.67M | Buy |
16,941
+678
| +4% | +$107K | 0.94% | 20 |
|
|
2019
Q1 | $2.46M | Sell |
16,263
-3,350
| -17% | -$507K | 0.92% | 20 |
|
|
2018
Q4 | $2.57M | Sell |
19,613
-3,273
| -14% | -$429K | 1.24% | 17 |
|
|
2018
Q3 | $3.57M | Sell |
22,886
-1,202
| -5% | -$188K | 1.49% | 11 |
|
|
2018
Q2 | $3.46M | Sell |
24,088
-1,799
| -7% | -$259K | 1.46% | 11 |
|
|
2018
Q1 | $3.52M | Sell |
25,887
-6,380
| -20% | -$868K | 1.89% | 9 |
|
|
2017
Q4 | $4.35M | Buy |
+32,267
| New | +$4.35M | 2.15% | 6 |
|