Jentner Corp’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 | $686K | Sell |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $666K | Hold |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $528K | Hold |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $467K | Sell |
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|
2022
Q4 | $430K | Hold |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $563K | Sell |
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|
2021
Q4 | $664K | Sell |
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|
2021
Q3 | $604K | Hold |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $531K | Hold |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $477K | Sell |
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|
2019
Q3 | $469K | Hold |
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|
2019
Q2 | $462K | Hold |
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|
2019
Q1 | $444K | Sell |
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|
2018
Q4 | $481K | Buy |
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|
2018
Q3 | $489K | Sell |
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|
2018
Q2 | $547K | Sell |
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|
2018
Q1 | $521K | Sell |
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|
2017
Q4 | $521K | Hold |
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|
2017
Q3 | $481K | Sell |
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|
2017
Q2 | $470K | Sell |
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|
2017
Q1 | $455K | Sell |
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|
2016
Q4 | $448K | Buy |
|