Independent Solutions 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 | $1.69M | Buy |
3,999
+63
| +2% | +$26.6K | 0.33% | 89 |
|
|
2025
Q1 | $1.41M | Sell |
3,936
-254
| -6% | -$91.3K | 0.32% | 92 |
|
|
2024
Q4 | $1.68M | Buy |
4,190
+461
| +12% | +$185K | 0.37% | 86 |
|
|
2024
Q3 | $1.4M | Buy |
3,729
+55
| +1% | +$20.6K | 0.32% | 88 |
|
|
2024
Q2 | $1.34M | Buy |
3,674
+736
| +25% | +$268K | 0.31% | 91 |
|
|
2024
Q1 | $990K | Buy |
2,938
+194
| +7% | +$65.4K | 0.24% | 96 |
|
|
2023
Q4 | $832K | Buy |
2,744
+1,489
| +119% | +$451K | 0.21% | 106 |
|
|
2023
Q3 | $334K | Sell |
1,255
-505
| -29% | -$134K | 0.09% | 152 |
|
|
2023
Q2 | $484K | Buy |
1,760
+341
| +24% | +$93.8K | 0.12% | 129 |
|
|
2023
Q1 | $347K | Buy |
1,419
+250
| +21% | +$61.1K | 0.1% | 145 |
|
|
2022
Q4 | $250K | Hold |
1,169
| – | – | 0.08% | 185 |
|
|
2022
Q3 | $246K | Hold |
1,169
| – | – | 0.08% | 185 |
|
|
2022
Q2 | $256K | Sell |
1,169
-143
| -11% | -$31.3K | 0.08% | 176 |
|
|
2022
Q1 | $364K | Sell |
1,312
-581
| -31% | -$161K | 0.09% | 156 |
|
|
2021
Q4 | $578K | Buy |
1,893
+553
| +41% | +$169K | 0.14% | 128 |
|
|
2021
Q3 | $367K | Buy |
1,340
+146
| +12% | +$40K | 0.09% | 161 |
|
|
2021
Q2 | $324K | Buy |
1,194
+129
| +12% | +$35K | 0.08% | 168 |
|
|
2021
Q1 | $259K | Sell |
1,065
-471
| -31% | -$114K | 0.07% | 166 |
|
|
2020
Q4 | $370K | Hold |
1,536
| – | – | 0.12% | 128 |
|
|
2020
Q3 | $333K | Buy |
1,536
+13
| +0.9% | +$2.82K | 0.13% | 123 |
|
|
2020
Q2 | $292K | Hold |
1,523
| – | – | 0.13% | 123 |
|
|
2020
Q1 | $229K | Hold |
1,523
| – | – | 0.13% | 118 |
|
|
2019
Q4 | $268K | Buy |
+1,523
| New | +$268K | 0.12% | 134 |
|