Jacobi Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $620K | Hold |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $470K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $483K | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $397K | Hold |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $200K | Hold |
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|
2020
Q1 | $157K | Buy |
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|
2019
Q4 | $181K | Buy |
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|
2019
Q3 | $158K | Hold |
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|
2019
Q2 | $156K | Sell |
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|
2019
Q1 | $161K | Sell |
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|
2018
Q4 | $170K | Sell |
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|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | $204K | Buy |
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|
2018
Q1 | $177K | Buy |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $29K | Sell |
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|
2016
Q4 | $93K | Buy |
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|
2016
Q3 | $6K | Buy |
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|
2016
Q2 | – | Hold |
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