IFS Advisors’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 | $313K | Buy |
737
+135
| +22% | +$57.3K | 0.24% | 13 |
|
2025
Q1 | $217K | Sell |
602
-29
| -5% | -$10.5K | 0.18% | 15 |
|
2024
Q4 | $253K | Sell |
631
-31
| -5% | -$12.4K | 0.2% | 15 |
|
2024
Q3 | $249K | Sell |
662
-52
| -7% | -$19.5K | 0.2% | 13 |
|
2024
Q2 | $260K | Sell |
714
-641
| -47% | -$234K | 0.22% | 12 |
|
2024
Q1 | $457K | Sell |
1,355
-113
| -8% | -$38.1K | 0.4% | 10 |
|
2023
Q4 | $445K | Buy |
1,468
+1,382
| +1,607% | +$419K | 0.53% | 9 |
|
2023
Q3 | $22.9K | Sell |
86
-34
| -28% | -$9.04K | 0.04% | 35 |
|
2023
Q2 | $33K | Buy |
+120
| New | +$33K | 0.08% | 25 |
|
2022
Q3 | – | Sell |
-28
| Closed | -$6K | – | 115 |
|
2022
Q2 | $6K | Sell |
28
-54
| -66% | -$11.6K | 0.02% | 59 |
|
2022
Q1 | $22K | Sell |
82
-2,014
| -96% | -$540K | 0.02% | 36 |
|
2021
Q4 | $640K | Sell |
2,096
-785
| -27% | -$240K | 0.45% | 19 |
|
2021
Q3 | $789K | Sell |
2,881
-145
| -5% | -$39.7K | 0.51% | 17 |
|
2021
Q2 | $821K | Buy |
3,026
+749
| +33% | +$203K | 0.55% | 19 |
|
2021
Q1 | $553K | Buy |
+2,277
| New | +$553K | 0.43% | 19 |
|