Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $356K | Sell |
977
-172
| -15% | -$62.7K | 0.05% | 124 |
|
|
2024
Q1 | $387K | Sell |
1,149
-71
| -6% | -$23.9K | 0.06% | 119 |
|
|
2023
Q4 | $370K | Sell |
1,220
-108
| -8% | -$32.7K | 0.06% | 123 |
|
|
2023
Q3 | $353K | Hold |
1,328
| – | – | 0.06% | 117 |
|
|
2023
Q2 | $365K | Buy |
1,328
+608
| +84% | +$167K | 0.06% | 119 |
|
|
2023
Q1 | $176K | Buy |
720
+657
| +1,043% | +$161K | 0.03% | 146 |
|
|
2022
Q4 | $13.5K | Hold |
63
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $13K | Hold |
63
| – | – | ﹤0.01% | 354 |
|
|
2022
Q2 | $14K | Hold |
63
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $17K | Hold |
63
| – | – | ﹤0.01% | 373 |
|
|
2021
Q4 | $19K | Sell |
63
-800
| -93% | -$241K | ﹤0.01% | 374 |
|
|
2021
Q3 | $236K | Buy |
863
+808
| +1,469% | +$221K | 0.04% | 162 |
|
|
2021
Q2 | $15K | Hold |
55
| – | – | ﹤0.01% | 522 |
|
|
2021
Q1 | $13K | Sell |
55
-91
| -62% | -$21.5K | ﹤0.01% | 536 |
|
|
2020
Q4 | $35K | Hold |
146
| – | – | 0.01% | 371 |
|
|
2020
Q3 | $32K | Hold |
146
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $28K | Hold |
146
| – | – | 0.01% | 362 |
|
|
2020
Q1 | $22K | Sell |
146
-3,106
| -96% | -$468K | 0.01% | 358 |
|
|
2019
Q4 | $572K | Sell |
3,252
-872
| -21% | -$153K | 0.12% | 111 |
|
|
2019
Q3 | $658K | Sell |
4,124
-1,595
| -28% | -$254K | 0.14% | 100 |
|
|
2019
Q2 | $900K | Buy |
5,719
+3
| +0.1% | +$472 | 0.19% | 89 |
|
|
2019
Q1 | $865K | Sell |
5,716
-675
| -11% | -$102K | 0.18% | 90 |
|
|
2018
Q4 | $837K | Buy |
6,391
+2,914
| +84% | +$382K | 0.19% | 88 |
|
|
2018
Q3 | $542K | Buy |
3,477
+1,378
| +66% | +$215K | 0.11% | 111 |
|
|
2018
Q2 | $302K | Sell |
2,099
-44
| -2% | -$6.33K | 0.06% | 153 |
|
|
2018
Q1 | $292K | Sell |
2,143
-172
| -7% | -$23.4K | 0.06% | 146 |
|
|
2017
Q4 | $312K | Hold |
2,315
| – | – | 0.06% | 132 |
|
|
2017
Q3 | $290K | Buy |
+2,315
| New | +$290K | 0.06% | 149 |
|
|
2017
Q1 | – | Sell |
-2,149
| Closed | -$225K | – | 129 |
|
|
2016
Q4 | $225K | Buy |
+2,149
| New | +$225K | 0.07% | 117 |
|