IHT Wealth 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 | $13.6M | Sell |
32,031
-2,014
| -6% | -$855K | 0.37% | 61 |
|
|
2025
Q1 | $12.3M | Buy |
34,045
+467
| +1% | +$169K | 0.38% | 59 |
|
|
2024
Q4 | $13.5M | Sell |
33,578
-16,118
| -32% | -$6.47M | 0.44% | 52 |
|
|
2024
Q3 | $18.6M | Buy |
49,696
+18,032
| +57% | +$6.74M | 0.53% | 32 |
|
|
2024
Q2 | $11.5M | Buy |
31,664
+2,589
| +9% | +$943K | 0.43% | 41 |
|
|
2024
Q1 | $9.8M | Buy |
29,075
+1,273
| +5% | +$429K | 0.39% | 47 |
|
|
2023
Q4 | $8.43M | Buy |
27,802
+6,025
| +28% | +$1.83M | 0.38% | 51 |
|
|
2023
Q3 | $5.79M | Buy |
21,777
+6,362
| +41% | +$1.69M | 0.29% | 71 |
|
|
2023
Q2 | $4.24M | Buy |
15,415
+1,396
| +10% | +$384K | 0.22% | 97 |
|
|
2023
Q1 | $3.43M | Sell |
14,019
-167
| -1% | -$40.8K | 0.2% | 113 |
|
|
2022
Q4 | $3.04M | Buy |
14,186
+1,884
| +15% | +$404K | 0.19% | 117 |
|
|
2022
Q3 | $2.59M | Sell |
12,302
-809
| -6% | -$170K | 0.2% | 111 |
|
|
2022
Q2 | $2.87M | Sell |
13,111
-148
| -1% | -$32.4K | 0.25% | 90 |
|
|
2022
Q1 | $3.68M | Sell |
13,259
-1,362
| -9% | -$378K | 0.28% | 75 |
|
|
2021
Q4 | $4.47M | Sell |
14,621
-773
| -5% | -$236K | 0.33% | 61 |
|
|
2021
Q3 | $4.22M | Sell |
15,394
-327
| -2% | -$89.6K | 0.34% | 64 |
|
|
2021
Q2 | $4.27M | Sell |
15,721
-285
| -2% | -$77.4K | 0.27% | 78 |
|
|
2021
Q1 | $3.89M | Sell |
16,006
-61
| -0.4% | -$14.8K | 0.28% | 79 |
|
|
2020
Q4 | $3.87M | Sell |
16,067
-13
| -0.1% | -$3.13K | 0.32% | 65 |
|
|
2020
Q3 | $3.49M | Buy |
16,080
+1,802
| +13% | +$391K | 0.35% | 59 |
|
|
2020
Q2 | $2.74M | Sell |
14,278
-3,774
| -21% | -$725K | 0.38% | 58 |
|
|
2020
Q1 | $2.72M | Sell |
18,052
-2,273
| -11% | -$342K | 0.39% | 58 |
|
|
2019
Q4 | $3.58M | Sell |
20,325
-1,939
| -9% | -$341K | 0.42% | 49 |
|
|
2019
Q3 | $3.56M | Sell |
22,264
-1,630
| -7% | -$260K | 0.48% | 45 |
|
|
2019
Q2 | $3.77M | Buy |
23,894
+10,125
| +74% | +$1.6M | 0.55% | 32 |
|
|
2019
Q1 | $2.08M | Sell |
13,769
-5,369
| -28% | -$813K | 0.35% | 70 |
|
|
2018
Q4 | $2.51M | Buy |
19,138
+2,019
| +12% | +$264K | 0.48% | 44 |
|
|
2018
Q3 | $2.67M | Buy |
17,119
+67
| +0.4% | +$10.5K | 0.58% | 32 |
|
|
2018
Q2 | $2.45M | Buy |
17,052
+528
| +3% | +$75.9K | 0.63% | 30 |
|
|
2018
Q1 | $2.19M | Sell |
16,524
-5,615
| -25% | -$746K | 0.59% | 28 |
|
|
2017
Q4 | $3.09M | Buy |
22,139
+1,075
| +5% | +$150K | 0.82% | 15 |
|
|
2017
Q3 | $2.67M | Buy |
21,064
+18,894
| +871% | +$2.4M | 1.14% | 11 |
|
|
2017
Q2 | $51 | Buy |
2,170
+179
| +9% | +$4 | 0.02% | 497 |
|
|
2017
Q1 | $369K | Sell |
1,991
-19,709
| -91% | -$3.65M | 0.25% | 99 |
|
|
2016
Q4 | $2.29M | Buy |
+21,700
| New | +$2.29M | 1.73% | 4 |
|