IA
IFP Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
13,265
+1,226
| +10% | +$520K | 0.16% | 136 |
|
|
2025
Q1 | $4.35M | Sell |
12,039
-1,983
| -14% | -$716K | 0.13% | 166 |
|
|
2024
Q4 | $5.63M | Buy |
14,022
+7,094
| +102% | +$2.85M | 0.18% | 116 |
|
|
2024
Q3 | $2.6M | Buy |
6,928
+194
| +3% | +$72.8K | 0.09% | 242 |
|
|
2024
Q2 | $2.46M | Buy |
6,734
+460
| +7% | +$168K | 0.1% | 223 |
|
|
2024
Q1 | $2.11M | Buy |
6,274
+69
| +1% | +$23.3K | 0.09% | 241 |
|
|
2023
Q4 | $1.88M | Sell |
6,205
-191
| -3% | -$57.9K | 0.09% | 249 |
|
|
2023
Q3 | $1.7M | Sell |
6,396
-384
| -6% | -$102K | 0.08% | 275 |
|
|
2023
Q2 | $1.87M | Sell |
6,780
-1,911
| -22% | -$526K | 0.08% | 267 |
|
|
2023
Q1 | $1.02M | Sell |
8,691
-4,064
| -32% | -$477K | 0.04% | 389 |
|
|
2022
Q4 | $1.51M | Sell |
12,755
-1,647
| -11% | -$195K | 0.04% | 459 |
|
|
2022
Q3 | $1.8M | Buy |
14,402
+1,125
| +8% | +$141K | 0.05% | 436 |
|
|
2022
Q2 | $1.61M | Hold |
13,277
| – | – | 0.05% | 420 |
|
|
2022
Q1 | $1.61M | Sell |
13,277
-2,944
| -18% | -$356K | 0.05% | 420 |
|
|
2021
Q4 | $4.96M | Buy |
16,221
+10,412
| +179% | +$3.18M | 0.1% | 115 |
|
|
2021
Q3 | $1.6M | Buy |
5,809
+135
| +2% | +$37.2K | 0.03% | 292 |
|
|
2021
Q2 | $1.54M | Sell |
5,674
-647
| -10% | -$176K | 0.03% | 295 |
|
|
2021
Q1 | $1.54M | Sell |
6,321
-3,679
| -37% | -$895K | 0.03% | 285 |
|
|
2020
Q4 | $2.42M | Buy |
10,000
+1,614
| +19% | +$390K | 0.1% | 182 |
|
|
2020
Q3 | $1.82M | Sell |
8,386
-4,341
| -34% | -$942K | 0.11% | 184 |
|
|
2020
Q2 | $2.41M | Sell |
12,727
-2,406
| -16% | -$455K | 0.19% | 116 |
|
|
2020
Q1 | $2.32M | Sell |
15,133
-4,958
| -25% | -$759K | 0.23% | 98 |
|
|
2019
Q4 | $3.56M | Sell |
20,091
-1,879
| -9% | -$333K | 0.27% | 90 |
|
|
2019
Q3 | $3.49M | Buy |
+21,970
| New | +$3.49M | 0.23% | 99 |
|
|
2019
Q1 | $1.41M | Sell |
9,316
-33,289
| -78% | -$5.04M | 0.19% | 112 |
|
|
2018
Q4 | $5.52M | Sell |
42,605
-66,672
| -61% | -$8.64M | 0.34% | 62 |
|
|
2018
Q3 | $17M | Buy |
109,277
+8,417
| +8% | +$1.31M | 0.69% | 14 |
|
|
2018
Q2 | $14.5M | Buy |
100,860
+3,835
| +4% | +$551K | 0.61% | 18 |
|
|
2018
Q1 | $13.1M | Hold |
97,025
| – | – | 0.59% | 24 |
|
|
2017
Q4 | $13.1M | Sell |
97,025
-4,828
| -5% | -$650K | 0.59% | 24 |
|
|
2017
Q3 | $12.7M | Buy |
101,853
+1,411
| +1% | +$176K | 0.51% | 33 |
|
|
2017
Q2 | $12M | Buy |
100,442
+5,831
| +6% | +$694K | 0.51% | 30 |
|
|
2017
Q1 | $10.8M | Sell |
94,611
-8,712
| -8% | -$991K | 0.47% | 37 |
|
|
2016
Q4 | $10.8M | Sell |
103,323
-2,971
| -3% | -$312K | 0.52% | 27 |
|
|
2016
Q3 | $11.1M | Buy |
106,294
+14,105
| +15% | +$1.47M | 0.58% | 25 |
|
|
2016
Q2 | $9.25M | Buy |
92,189
+82,873
| +890% | +$8.32M | 0.52% | 28 |
|
|
2016
Q1 | $1.41M | Sell |
9,316
-93,580
| -91% | -$14.2M | 0.19% | 112 |
|
|
2015
Q4 | $10.2M | Buy |
+102,896
| New | +$10.2M | 0.69% | 19 |
|