JF
JSF Financial’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 | $5.48M | Sell |
12,902
-348
| -3% | -$148K | 1.3% | 14 |
|
|
2025
Q1 | $4.78M | Sell |
13,250
-572
| -4% | -$207K | 1.26% | 15 |
|
|
2024
Q4 | $5.55M | Sell |
13,822
-351
| -2% | -$141K | 1.48% | 14 |
|
|
2024
Q3 | $5.32M | Sell |
14,173
-128
| -0.9% | -$48K | 1.55% | 14 |
|
|
2024
Q2 | $5.21M | Sell |
14,301
-371
| -3% | -$135K | 1.6% | 14 |
|
|
2024
Q1 | $4.95M | Sell |
14,672
-205
| -1% | -$69.1K | 1.55% | 14 |
|
|
2023
Q4 | $4.51M | Sell |
14,877
-105
| -0.7% | -$31.8K | 1.56% | 15 |
|
|
2023
Q3 | $3.99M | Sell |
14,982
-841
| -5% | -$224K | 1.54% | 15 |
|
|
2023
Q2 | $4.35M | Sell |
15,823
-1,306
| -8% | -$359K | 1.54% | 17 |
|
|
2023
Q1 | $4.19M | Sell |
17,129
-1,510
| -8% | -$369K | 1.56% | 18 |
|
|
2022
Q4 | $3.99M | Sell |
18,639
-1,096
| -6% | -$235K | 1.49% | 18 |
|
|
2022
Q3 | $4.15M | Sell |
19,735
-44
| -0.2% | -$9.26K | 1.58% | 19 |
|
|
2022
Q2 | $4.33M | Buy |
19,779
+6,963
| +54% | +$1.52M | 1.96% | 14 |
|
|
2022
Q1 | $3.56M | Sell |
12,816
-3,027
| -19% | -$840K | 1.51% | 16 |
|
|
2021
Q4 | $4.84M | Buy |
15,843
+1,369
| +9% | +$418K | 2.36% | 8 |
|
|
2021
Q3 | $3.97M | Buy |
14,474
+368
| +3% | +$101K | 1.96% | 10 |
|
|
2021
Q2 | $3.83M | Sell |
14,106
-1,649
| -10% | -$448K | 2.26% | 7 |
|
|
2021
Q1 | $3.83M | Sell |
15,755
-52,747
| -77% | -$12.8M | 2.4% | 6 |
|
|
2020
Q4 | $16.5M | Sell |
68,502
-11,658
| -15% | -$2.81M | 11.54% | 3 |
|
|
2020
Q3 | $17.4M | Sell |
80,160
-10,942
| -12% | -$2.37M | 13.65% | 3 |
|
|
2020
Q2 | $17.5M | Buy |
91,102
+15,226
| +20% | +$2.92M | 15.13% | 3 |
|
|
2020
Q1 | $11.4M | Buy |
75,876
+37,555
| +98% | +$5.66M | 11.6% | 3 |
|
|
2019
Q4 | $6.74M | Buy |
38,321
+704
| +2% | +$124K | 6.67% | 3 |
|
|
2019
Q3 | $6.01M | Sell |
37,617
-123
| -0.3% | -$19.6K | 6.53% | 3 |
|
|
2019
Q2 | $5.94M | Buy |
37,740
+666
| +2% | +$105K | 6.45% | 3 |
|
|
2019
Q1 | $5.61M | Sell |
37,074
-473
| -1% | -$71.6K | 6.2% | 5 |
|
|
2018
Q4 | $4.92M | Buy |
+37,547
| New | +$4.92M | 5.03% | 6 |
|