Kapstone Financial Advisors’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 | $3.13M | Sell |
7,369
-43
| -0.6% | -$18.3K | 1.56% | 13 |
|
|
2025
Q1 | $2.68M | Sell |
7,412
-6
| -0.1% | -$2.17K | 1.51% | 14 |
|
|
2024
Q4 | $3.04M | Hold |
7,418
| – | – | 1.62% | 11 |
|
|
2024
Q3 | $2.77M | Sell |
7,418
-8
| -0.1% | -$2.99K | 1.68% | 11 |
|
|
2024
Q2 | $2.71M | Sell |
7,426
-8
| -0.1% | -$2.92K | 1.77% | 12 |
|
|
2024
Q1 | $2.51M | Sell |
7,434
-17
| -0.2% | -$5.73K | 1.71% | 12 |
|
|
2023
Q4 | $2.35M | Sell |
7,451
-351
| -4% | -$111K | 1.84% | 11 |
|
|
2023
Q3 | $2.08M | Hold |
7,802
| – | – | 1.87% | 12 |
|
|
2023
Q2 | $2.21M | Sell |
7,802
-28
| -0.4% | -$7.95K | 1.83% | 10 |
|
|
2023
Q1 | $1.92M | Sell |
7,830
-16
| -0.2% | -$3.92K | 1.73% | 11 |
|
|
2022
Q4 | $1.9M | Buy |
+7,846
| New | +$1.9M | 1.73% | 10 |
|