Investment Partners’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 | $15.4M | Buy |
36,184
+698
| +2% | +$296K | 5.81% | 1 |
|
|
2025
Q1 | $12.8M | Sell |
35,486
-940
| -3% | -$339K | 5.31% | 1 |
|
|
2024
Q4 | $14.6M | Sell |
36,426
-314
| -0.9% | -$126K | 6.02% | 1 |
|
|
2024
Q3 | $13.8M | Sell |
36,740
-537
| -1% | -$202K | 5.74% | 1 |
|
|
2024
Q2 | $13.6M | Sell |
37,277
-599
| -2% | -$218K | 6.1% | 1 |
|
|
2024
Q1 | $12.8M | Sell |
37,876
-1,380
| -4% | -$465K | 5.79% | 1 |
|
|
2023
Q4 | $11.9M | Sell |
39,256
-3,290
| -8% | -$997K | 5.86% | 1 |
|
|
2023
Q3 | $11.3M | Sell |
42,546
-855
| -2% | -$227K | 5.96% | 1 |
|
|
2023
Q2 | $11.9M | Sell |
43,401
-3,058
| -7% | -$842K | 6.22% | 1 |
|
|
2023
Q1 | $11.4M | Sell |
46,459
-1,381
| -3% | -$337K | 5.96% | 1 |
|
|
2022
Q4 | $10.2M | Sell |
47,840
-77
| -0.2% | -$16.5K | 5.42% | 2 |
|
|
2022
Q3 | $10.1M | Sell |
47,917
-357
| -0.7% | -$75.1K | 3% | 3 |
|
|
2022
Q2 | $10.6M | Buy |
48,274
+1,604
| +3% | +$351K | 5.16% | 1 |
|
|
2022
Q1 | $13M | Sell |
46,670
-788
| -2% | -$219K | 5.48% | 1 |
|
|
2021
Q4 | $14.5M | Sell |
47,458
-73
| -0.2% | -$22.3K | 5.92% | 1 |
|
|
2021
Q3 | $13M | Sell |
47,531
-927
| -2% | -$254K | 5.92% | 1 |
|
|
2021
Q2 | $13.2M | Sell |
48,458
-1,217
| -2% | -$330K | 6.01% | 1 |
|
|
2021
Q1 | $12.1M | Sell |
49,675
-97
| -0.2% | -$23.6K | 5.87% | 1 |
|
|
2020
Q4 | $12M | Buy |
49,772
+3
| +0% | +$723 | 6.38% | 1 |
|
|
2020
Q3 | $10.8M | Buy |
49,769
+186
| +0.4% | +$40.3K | 6.44% | 1 |
|
|
2020
Q2 | $9.52M | Buy |
49,583
+764
| +2% | +$147K | 5.59% | 1 |
|
|
2020
Q1 | $7.36M | Buy |
48,819
+23,241
| +91% | +$3.5M | 5.3% | 1 |
|
|
2019
Q4 | $4.5M | Sell |
25,578
-1,415
| -5% | -$249K | 3.03% | 5 |
|
|
2019
Q3 | $4.31M | Sell |
26,993
-1,211
| -4% | -$193K | 3.14% | 5 |
|
|
2019
Q2 | $4.44M | Buy |
28,204
+2,194
| +8% | +$345K | 3.18% | 3 |
|
|
2019
Q1 | $3.94M | Buy |
26,010
+700
| +3% | +$106K | 2.85% | 6 |
|
|
2018
Q4 | $3.31M | Sell |
25,310
-1,180
| -4% | -$154K | 2.8% | 6 |
|
|
2018
Q3 | $3.35K | Buy |
26,490
+573
| +2% | +$73 | 1.86% | 14 |
|
|
2018
Q2 | $3.73M | Buy |
25,917
+1,840
| +8% | +$265K | 2.77% | 6 |
|
|
2018
Q1 | $3.28M | Sell |
24,077
-794
| -3% | -$108K | 2.44% | 9 |
|
|
2017
Q4 | $3.35M | Buy |
24,871
+55
| +0.2% | +$7.41K | 2.48% | 8 |
|
|
2017
Q3 | $3.1M | Buy |
24,816
+373
| +2% | +$46.7K | 2.66% | 8 |
|
|
2017
Q2 | $2.91M | Buy |
24,443
+2,087
| +9% | +$248K | 2.64% | 8 |
|
|
2017
Q1 | $2.54M | Buy |
22,356
+835
| +4% | +$95K | 2.45% | 9 |
|
|
2016
Q4 | $2.26M | Buy |
21,521
+2,221
| +12% | +$233K | 2.21% | 9 |
|
|
2016
Q3 | $2.01M | Buy |
19,300
+2,132
| +12% | +$222K | 1.14% | 28 |
|
|
2016
Q2 | $1.72M | Buy |
17,168
+5,946
| +53% | +$597K | 1.72% | 15 |
|
|
2016
Q1 | $1.12M | Hold |
11,222
| – | – | 0.73% | 46 |
|
|
2015
Q4 | $1.12M | Buy |
11,222
+87
| +0.8% | +$8.67K | 1.35% | 23 |
|
|
2015
Q3 | $1.04M | Buy |
11,135
+2,396
| +27% | +$223K | 1.36% | 20 |
|
|
2015
Q2 | $867K | Buy |
8,739
+535
| +7% | +$53.1K | 1.05% | 37 |
|
|
2015
Q1 | $812K | Buy |
8,204
+1,221
| +17% | +$121K | 0.89% | 40 |
|
|
2014
Q4 | $668K | Buy |
+6,983
| New | +$668K | 0.77% | 50 |
|