Jacobsen Capital Management’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 | $804K | Buy |
1,894
+8
| +0.4% | +$3.4K | 0.3% | 35 |
|
|
2025
Q1 | $681K | Hold |
1,886
| – | – | 0.3% | 37 |
|
|
2024
Q4 | $757K | Hold |
1,886
| – | – | 0.32% | 33 |
|
|
2024
Q3 | $708K | Buy |
1,886
+8
| +0.4% | +$3K | 0.3% | 33 |
|
|
2024
Q2 | $684K | Buy |
1,878
+19
| +1% | +$6.93K | 0.31% | 35 |
|
|
2024
Q1 | $626K | Buy |
1,859
+3
| +0.2% | +$1.01K | 0.29% | 34 |
|
|
2023
Q4 | $563K | Buy |
1,856
+6
| +0.3% | +$1.82K | 0.28% | 34 |
|
|
2023
Q3 | $492K | Buy |
1,850
+16
| +0.9% | +$4.26K | 0.27% | 40 |
|
|
2023
Q2 | $505K | Buy |
1,834
+492
| +37% | +$135K | 0.26% | 39 |
|
|
2023
Q1 | $328K | Buy |
1,342
+2
| +0.1% | +$489 | 0.18% | 54 |
|
|
2022
Q4 | $287K | Buy |
+1,340
| New | +$287K | 0.15% | 50 |
|