IWS
Insight Wealth Strategies’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 | $856K | Hold |
2,038
| – | – | 0.11% | 103 |
|
|
2025
Q1 | $736K | Buy |
2,038
+1
| +0% | +$361 | 0.1% | 110 |
|
|
2024
Q4 | $818K | Sell |
2,037
-38
| -2% | -$15.3K | 0.11% | 107 |
|
|
2024
Q3 | $779K | Sell |
2,075
-818
| -28% | -$307K | 0.1% | 116 |
|
|
2024
Q2 | $1.05M | Buy |
2,893
+316
| +12% | +$115K | 0.15% | 115 |
|
|
2024
Q1 | $869K | Buy |
2,577
+1,146
| +80% | +$386K | 0.13% | 120 |
|
|
2023
Q4 | $434K | Buy |
1,431
+210
| +17% | +$63.7K | 0.07% | 135 |
|
|
2023
Q3 | $325K | Hold |
1,221
| – | – | 0.06% | 131 |
|
|
2023
Q2 | $336K | Buy |
1,221
+1
| +0.1% | +$275 | 0.06% | 123 |
|
|
2023
Q1 | $298K | Hold |
1,220
| – | – | 0.06% | 126 |
|
|
2022
Q4 | $261K | Buy |
1,220
+2
| +0.2% | +$428 | 0.05% | 126 |
|
|
2022
Q3 | $266K | Hold |
1,218
| – | – | 0.05% | 128 |
|
|
2022
Q2 | $266K | Hold |
1,218
| – | – | 0.05% | 128 |
|
|
2022
Q1 | $338K | Sell |
1,218
-31
| -2% | -$8.6K | 0.05% | 130 |
|
|
2021
Q4 | $382K | Sell |
1,249
-20
| -2% | -$6.12K | 0.05% | 128 |
|
|
2021
Q3 | $348K | Buy |
1,269
+1
| +0.1% | +$274 | 0.05% | 154 |
|
|
2021
Q2 | $344K | Sell |
1,268
-109
| -8% | -$29.6K | 0.05% | 153 |
|
|
2021
Q1 | $335K | Sell |
1,377
-288
| -17% | -$70.1K | 0.04% | 168 |
|
|
2020
Q4 | $402K | Buy |
1,665
+1
| +0.1% | +$241 | 0.07% | 131 |
|
|
2020
Q3 | $361K | Buy |
1,664
+1
| +0.1% | +$217 | 0.07% | 128 |
|
|
2020
Q2 | $319K | Sell |
1,663
-251
| -13% | -$48.1K | 0.07% | 122 |
|
|
2020
Q1 | $288K | Sell |
1,914
-99
| -5% | -$14.9K | 0.08% | 116 |
|
|
2019
Q4 | $354K | Buy |
2,013
+3
| +0.1% | +$528 | 0.08% | 159 |
|
|
2019
Q3 | $321K | Buy |
2,010
+704
| +54% | +$112K | 0.08% | 148 |
|
|
2019
Q2 | $205K | Sell |
1,306
-708
| -35% | -$111K | 0.05% | 154 |
|
|
2019
Q1 | $305K | Buy |
+2,014
| New | +$305K | 0.09% | 123 |
|