JIC
Joel Isaacson & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
12,538
+906
| +8% | +$385K | 0.22% | 52 |
|
|
2025
Q1 | $4.2M | Sell |
11,632
-208
| -2% | -$75.1K | 0.19% | 55 |
|
|
2024
Q4 | $4.75M | Buy |
11,840
+420
| +4% | +$169K | 0.21% | 50 |
|
|
2024
Q3 | $4.29M | Buy |
11,420
+1,283
| +13% | +$482K | 0.2% | 51 |
|
|
2024
Q2 | $3.69M | Buy |
10,137
+303
| +3% | +$110K | 0.19% | 51 |
|
|
2024
Q1 | $3.31M | Buy |
9,834
+2,376
| +32% | +$801K | 0.18% | 54 |
|
|
2023
Q4 | $2.26M | Buy |
7,458
+144
| +2% | +$43.7K | 0.14% | 70 |
|
|
2023
Q3 | $1.95M | Buy |
7,314
+548
| +8% | +$146K | 0.13% | 72 |
|
|
2023
Q2 | $1.86M | Buy |
6,766
+1,422
| +27% | +$391K | 0.12% | 76 |
|
|
2023
Q1 | $1.31M | Buy |
5,344
+258
| +5% | +$63K | 0.09% | 94 |
|
|
2022
Q4 | $1.09M | Sell |
5,086
-2,745
| -35% | -$588K | 0.08% | 102 |
|
|
2022
Q3 | $1.65M | Sell |
7,831
-371
| -5% | -$78.1K | 0.14% | 68 |
|
|
2022
Q2 | $1.79M | Sell |
8,202
-316
| -4% | -$69.1K | 0.15% | 67 |
|
|
2022
Q1 | $2.23M | Buy |
8,518
+1,102
| +15% | +$288K | 0.16% | 63 |
|
|
2021
Q4 | $2.27M | Buy |
7,416
+384
| +5% | +$117K | 0.16% | 64 |
|
|
2021
Q3 | $1.93M | Buy |
7,032
+353
| +5% | +$96.7K | 0.15% | 70 |
|
|
2021
Q2 | $1.81M | Buy |
6,679
+312
| +5% | +$84.7K | 0.14% | 69 |
|
|
2021
Q1 | $1.55M | Sell |
6,367
-1
| -0% | -$243 | 0.14% | 72 |
|
|
2020
Q4 | $1.54M | Buy |
6,368
+75
| +1% | +$18.1K | 0.15% | 65 |
|
|
2020
Q3 | $1.37M | Buy |
6,293
+208
| +3% | +$45.1K | 0.18% | 64 |
|
|
2020
Q2 | $1.17M | Buy |
6,085
+152
| +3% | +$29.2K | 0.17% | 67 |
|
|
2020
Q1 | $894K | Buy |
5,933
+100
| +2% | +$15.1K | 0.16% | 70 |
|
|
2019
Q4 | $1.03M | Buy |
5,833
+1,251
| +27% | +$220K | 0.13% | 74 |
|
|
2019
Q3 | $731K | Sell |
4,582
-271
| -6% | -$43.2K | 0.1% | 89 |
|
|
2019
Q2 | $764K | Buy |
4,853
+7
| +0.1% | +$1.1K | 0.11% | 85 |
|
|
2019
Q1 | $733K | Sell |
4,846
-671
| -12% | -$101K | 0.11% | 100 |
|
|
2018
Q4 | $750K | Buy |
5,517
+1,369
| +33% | +$186K | 0.12% | 96 |
|
|
2018
Q3 | $647K | Buy |
4,148
+3
| +0.1% | +$468 | 0.1% | 100 |
|
|
2018
Q2 | $596K | Buy |
4,145
+68
| +2% | +$9.78K | 0.1% | 102 |
|
|
2018
Q1 | $555K | Buy |
4,077
+703
| +21% | +$95.7K | 0.1% | 105 |
|
|
2017
Q4 | $454K | Buy |
3,374
+7
| +0.2% | +$942 | 0.08% | 119 |
|
|
2017
Q3 | $421K | Buy |
3,367
+3
| +0.1% | +$375 | 0.08% | 120 |
|
|
2017
Q2 | $400K | Hold |
3,364
| – | – | 0.08% | 115 |
|
|
2017
Q1 | $383K | Buy |
3,364
+4
| +0.1% | +$455 | 0.08% | 113 |
|
|
2016
Q4 | $353K | Buy |
3,360
+4
| +0.1% | +$420 | 0.07% | 111 |
|
|
2016
Q3 | $350K | Sell |
3,356
-344
| -9% | -$35.9K | 0.07% | 119 |
|
|
2016
Q2 | $371K | Buy |
3,700
+909
| +33% | +$91.1K | 0.08% | 115 |
|
|
2016
Q1 | $278K | Buy |
2,791
+611
| +28% | +$60.9K | 0.06% | 142 |
|
|
2015
Q4 | $217K | Hold |
2,180
| – | – | 0.05% | 151 |
|
|
2015
Q3 | $203K | Hold |
2,180
| – | – | 0.05% | 144 |
|
|
2015
Q2 | $216K | Buy |
2,180
+982
| +82% | +$97.3K | 0.06% | 155 |
|
|
2015
Q1 | $119K | Buy |
1,198
+704
| +143% | +$69.9K | 0.03% | 229 |
|
|
2014
Q4 | $47K | Buy |
494
+244
| +98% | +$23.2K | 0.01% | 335 |
|
|
2014
Q3 | $23K | Hold |
250
| – | – | 0.01% | 395 |
|
|
2014
Q2 | $23K | Hold |
250
| – | – | 0.01% | 393 |
|
|
2014
Q1 | $22K | Hold |
250
| – | – | 0.01% | 396 |
|
|
2013
Q4 | $21K | Sell |
250
-372
| -60% | -$31.2K | 0.01% | 373 |
|
|
2013
Q3 | $49K | Hold |
622
| – | – | 0.02% | 260 |
|
|
2013
Q2 | $45K | Buy |
+622
| New | +$45K | 0.02% | 239 |
|