J.W. Coons 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 | $910K | Hold |
2,142
| – | – | 0.21% | 106 |
|
|
2025
Q1 | $774K | Sell |
2,142
-150
| -7% | -$54.2K | 0.2% | 109 |
|
|
2024
Q4 | $920K | Hold |
2,292
| – | – | 0.24% | 97 |
|
|
2024
Q3 | $860K | Hold |
2,292
| – | – | 0.21% | 105 |
|
|
2024
Q2 | $835K | Buy |
2,292
+91
| +4% | +$33.2K | 0.2% | 103 |
|
|
2024
Q1 | $742K | Hold |
2,201
| – | – | 0.17% | 114 |
|
|
2023
Q4 | $667K | Sell |
2,201
-59
| -3% | -$17.9K | 0.18% | 120 |
|
|
2023
Q3 | $601K | Sell |
2,260
-50
| -2% | -$13.3K | 0.17% | 123 |
|
|
2023
Q2 | $636K | Hold |
2,310
| – | – | 0.17% | 125 |
|
|
2023
Q1 | $564K | Sell |
2,310
-339
| -13% | -$82.8K | 0.16% | 135 |
|
|
2022
Q4 | $567K | Buy |
2,649
+2
| +0.1% | +$428 | 0.17% | 129 |
|
|
2022
Q3 | $557K | Sell |
2,647
-299
| -10% | -$62.9K | 0.21% | 124 |
|
|
2022
Q2 | $644K | Sell |
2,946
-154
| -5% | -$33.7K | 0.23% | 118 |
|
|
2022
Q1 | $860K | Buy |
3,100
+1
| +0% | +$277 | 0.26% | 104 |
|
|
2021
Q4 | $946K | Buy |
3,099
+655
| +27% | +$200K | 0.29% | 93 |
|
|
2021
Q3 | $669K | Buy |
2,444
+1
| +0% | +$274 | 0.23% | 112 |
|
|
2021
Q2 | $663K | Buy |
2,443
+1
| +0% | +$271 | 0.23% | 112 |
|
|
2021
Q1 | $592K | Sell |
2,442
-56
| -2% | -$13.6K | 0.21% | 122 |
|
|
2020
Q4 | $602K | Sell |
2,498
-133
| -5% | -$32.1K | 0.23% | 110 |
|
|
2020
Q3 | $571K | Buy |
2,631
+1
| +0% | +$217 | 0.24% | 115 |
|
|
2020
Q2 | $504K | Buy |
2,630
+33
| +1% | +$6.32K | 0.22% | 115 |
|
|
2020
Q1 | $392K | Buy |
+2,597
| New | +$392K | 0.21% | 120 |
|