Investmark Advisory Group’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 | $2.52M | Sell |
5,931
-88
| -1% | -$37.4K | 1.18% | 26 |
|
|
2025
Q1 | $2.17M | Sell |
6,019
-76
| -1% | -$27.4K | 1.07% | 28 |
|
|
2024
Q4 | $2.45M | Buy |
6,095
+152
| +3% | +$61K | 1.2% | 25 |
|
|
2024
Q3 | $2.23M | Sell |
5,943
-254
| -4% | -$95.3K | 1.08% | 27 |
|
|
2024
Q2 | $2.26M | Sell |
6,197
-43
| -0.7% | -$15.7K | 1.2% | 26 |
|
|
2024
Q1 | $2.1M | Sell |
6,240
-92
| -1% | -$31K | 1.15% | 28 |
|
|
2023
Q4 | $1.92M | Buy |
6,332
+117
| +2% | +$35.5K | 1.13% | 30 |
|
|
2023
Q3 | $1.65M | Sell |
6,215
-40
| -0.6% | -$10.6K | 1.12% | 29 |
|
|
2023
Q2 | $1.72M | Buy |
6,255
+240
| +4% | +$66K | 1.15% | 28 |
|
|
2023
Q1 | $1.47M | Sell |
6,015
-2,277
| -27% | -$556K | 1.08% | 26 |
|
|
2022
Q4 | $1.78M | Buy |
8,292
+2,143
| +35% | +$459K | 1.32% | 22 |
|
|
2022
Q3 | $1.29M | Buy |
6,149
+406
| +7% | +$85.4K | 1.16% | 28 |
|
|
2022
Q2 | $1.26M | Buy |
5,743
+1,876
| +49% | +$410K | 1.24% | 21 |
|
|
2022
Q1 | $1.07M | Buy |
3,867
+142
| +4% | +$39.4K | 1.11% | 22 |
|
|
2021
Q4 | $1.14M | Buy |
+3,725
| New | +$1.14M | 1.06% | 21 |
|