IRON Financial’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 | $527K | Buy |
1,241
+120
| +11% | +$51K | 0.27% | 62 |
|
2025
Q1 | $405K | Hold |
1,121
| – | – | 0.23% | 65 |
|
2024
Q4 | $450K | Sell |
1,121
-8
| -0.7% | -$3.21K | 0.25% | 61 |
|
2024
Q3 | $424K | Hold |
1,129
| – | – | 0.23% | 67 |
|
2024
Q2 | $412K | Hold |
1,129
| – | – | 0.23% | 69 |
|
2024
Q1 | $381K | Hold |
1,129
| – | – | 0.21% | 70 |
|
2023
Q4 | $342K | Hold |
1,129
| – | – | 0.19% | 72 |
|
2023
Q3 | $300K | Hold |
1,129
| – | – | 0.17% | 74 |
|
2023
Q2 | $311K | Hold |
1,129
| – | – | 0.17% | 70 |
|
2023
Q1 | $276K | Hold |
1,129
| – | – | 0.15% | 70 |
|
2022
Q4 | $242K | Hold |
1,129
| – | – | 0.14% | 78 |
|
2022
Q3 | $238K | Hold |
1,129
| – | – | 0.13% | 80 |
|
2022
Q2 | $247K | Hold |
1,129
| – | – | 0.13% | 82 |
|
2022
Q1 | $313K | Hold |
1,129
| – | – | 0.14% | 82 |
|
2021
Q4 | $345K | Hold |
1,129
| – | – | 0.15% | 79 |
|
2021
Q3 | $309K | Sell |
1,129
-18
| -2% | -$4.93K | 0.15% | 78 |
|
2021
Q2 | $311K | Hold |
1,147
| – | – | 0.15% | 75 |
|
2021
Q1 | $279K | Sell |
1,147
-197
| -15% | -$47.9K | 0.15% | 77 |
|
2020
Q4 | $324K | Hold |
1,344
| – | – | 0.16% | 74 |
|
2020
Q3 | $292K | Hold |
1,344
| – | – | 0.16% | 74 |
|
2020
Q2 | $258K | Hold |
1,344
| – | – | 0.13% | 85 |
|
2020
Q1 | $202K | Hold |
1,344
| – | – | 0.13% | 95 |
|
2019
Q4 | $236K | Buy |
1,344
+13
| +1% | +$2.28K | 0.11% | 98 |
|
2019
Q3 | $212K | Sell |
1,331
-943
| -41% | -$150K | 0.16% | 88 |
|
2019
Q2 | $344K | Sell |
2,274
-779
| -26% | -$118K | 0.32% | 64 |
|
2019
Q1 | $462K | Buy |
+3,053
| New | +$462K | 0.29% | 47 |
|
2015
Q2 | – | Sell |
-36,535
| Closed | -$3.61M | – | 76 |
|
2015
Q1 | $3.61M | Buy |
+36,535
| New | +$3.61M | 2.82% | 14 |
|