Integral Investment Advisors’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 | – | Sell |
-1,066
| Closed | -$385K | – | 159 |
|
2025
Q1 | $385K | Sell |
1,066
-888
| -45% | -$321K | 0.12% | 112 |
|
2024
Q4 | $785K | Buy |
1,954
+52
| +3% | +$20.9K | 0.25% | 74 |
|
2024
Q3 | $714K | Hold |
1,902
| – | – | 0.24% | 77 |
|
2024
Q2 | $698K | Buy |
1,902
+41
| +2% | +$15.1K | 0.26% | 73 |
|
2024
Q1 | $629K | Buy |
1,861
+725
| +64% | +$245K | 0.26% | 77 |
|
2023
Q4 | $344K | Hold |
1,136
| – | – | 0.22% | 62 |
|
2023
Q3 | $302K | Hold |
1,136
| – | – | 0.21% | 62 |
|
2023
Q2 | $313K | Hold |
1,136
| – | – | 0.21% | 61 |
|
2023
Q1 | $278K | Hold |
1,136
| – | – | 0.2% | 64 |
|
2022
Q4 | $243K | Hold |
1,136
| – | – | 0.19% | 64 |
|
2022
Q3 | $239K | Hold |
1,136
| – | – | 0.2% | 70 |
|
2022
Q2 | $248K | Sell |
1,136
-1,856
| -62% | -$405K | 0.21% | 69 |
|
2022
Q1 | $831K | Buy |
2,992
+1,856
| +163% | +$515K | 0.52% | 46 |
|
2021
Q4 | $347K | Buy |
+1,136
| New | +$347K | 0.25% | 70 |
|