Independent Advisor Alliance’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 | $2.47M | Buy |
5,826
+236
| +4% | +$100K | 0.07% | 232 |
|
|
2025
Q1 | $2.02M | Sell |
5,590
-33,162
| -86% | -$12M | 0.07% | 251 |
|
|
2024
Q4 | $15.6M | Buy |
38,752
+37,627
| +3,345% | +$15.1M | 0.21% | 102 |
|
|
2024
Q3 | $422K | Buy |
1,125
+87
| +8% | +$32.7K | 0.02% | 490 |
|
|
2024
Q2 | $378K | Buy |
1,038
+141
| +16% | +$51.4K | 0.01% | 516 |
|
|
2024
Q1 | $302K | Hold |
897
| – | – | 0.01% | 568 |
|
|
2023
Q4 | $272K | Sell |
897
-12
| -1% | -$3.64K | 0.01% | 570 |
|
|
2023
Q3 | $242K | Buy |
+909
| New | +$242K | 0.01% | 568 |
|
|
2022
Q1 | – | Sell |
-1,264
| Closed | -$386K | – | 703 |
|
|
2021
Q4 | $386K | Buy |
1,264
+1
| +0.1% | +$305 | 0.02% | 454 |
|
|
2021
Q3 | $346K | Buy |
1,263
+86
| +7% | +$23.6K | 0.02% | 455 |
|
|
2021
Q2 | $319K | Buy |
+1,177
| New | +$319K | 0.02% | 495 |
|
|
2020
Q1 | – | Sell |
-104,013
| Closed | -$18.3M | – | 625 |
|
|
2019
Q4 | $18.3M | Buy |
+104,013
| New | +$18.3M | 0.8% | 20 |
|
|
2019
Q2 | – | Sell |
-5,467
| Closed | -$828K | – | 438 |
|
|
2019
Q1 | $828K | Buy |
5,467
+3,774
| +223% | +$572K | 0.12% | 168 |
|
|
2018
Q4 | $242K | Buy |
+1,693
| New | +$242K | 0.04% | 330 |
|
|
2017
Q2 | – | Sell |
-7,930
| Closed | -$898K | – | 320 |
|
|
2017
Q1 | $898K | Buy |
+7,930
| New | +$898K | 0.14% | 172 |
|