Karp Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,560
| Closed | -$555K | – | 59 |
|
|
2022
Q3 | $555K | Buy |
10,560
+1,424
| +16% | +$83.7K | 0.11% | 89 |
|
|
2022
Q2 | $500K | Sell |
9,136
-1,644
| -15% | -$98.7K | 0.09% | 105 |
|
|
2022
Q1 | $748K | Sell |
10,780
-90,020
| -89% | -$6.15M | 0.11% | 88 |
|
|
2021
Q4 | $7.7M | Buy |
100,800
+53,340
| +112% | +$3.95M | 0.97% | 40 |
|
|
2021
Q3 | $3.25M | Buy |
47,460
+2,560
| +6% | +$181K | 0.46% | 78 |
|
|
2021
Q2 | $3.05M | Buy |
44,900
+2,988
| +7% | +$193K | 0.45% | 79 |
|
|
2021
Q1 | $2.55M | Buy |
41,912
+500
| +1% | +$30.4K | 0.46% | 71 |
|
|
2020
Q4 | $2.5M | Buy |
41,412
+492
| +1% | +$28K | 0.51% | 65 |
|
|
2020
Q3 | $2.22M | Buy |
40,920
+33,308
| +438% | +$1.75M | 0.54% | 58 |
|
|
2020
Q2 | $365K | Buy |
7,612
+1,188
| +18% | +$52.4K | 0.1% | 76 |
|
|
2020
Q1 | $242K | Sell |
6,424
-376
| -6% | -$16.2K | 0.08% | 81 |
|
|
2019
Q4 | $299K | Sell |
6,800
-580
| -8% | -$24.2K | 0.08% | 92 |
|
|
2019
Q3 | $295K | Hold |
7,380
| – | – | 0.09% | 93 |
|
|
2019
Q2 | $290K | Buy |
7,380
+60
| +0.8% | +$2.32K | 0.09% | 96 |
|
|
2019
Q1 | $277K | Hold |
7,320
| – | – | 0.1% | 103 |
|
|
2018
Q4 | $240K | Hold |
7,320
| – | – | 0.11% | 92 |
|
|
2018
Q3 | $286K | Sell |
7,320
-12,468
| -63% | -$472K | 0.1% | 109 |
|
|
2018
Q2 | $711K | Sell |
19,788
-2,300
| -10% | -$81.2K | 0.28% | 84 |
|
|
2018
Q1 | $751K | Buy |
22,088
+540
| +3% | +$18.9K | 0.3% | 83 |
|
|
2017
Q4 | $726K | Sell |
21,548
-900
| -4% | -$29.5K | 0.31% | 84 |
|
|
2017
Q3 | $702K | Sell |
22,448
-1,160
| -5% | -$35.5K | 0.33% | 77 |
|
|
2017
Q2 | $702K | Sell |
23,608
-360
| -2% | -$10.6K | 0.35% | 72 |
|
|
2017
Q1 | $682K | Sell |
23,968
-1,000
| -4% | -$27.7K | 0.39% | 62 |
|
|
2016
Q4 | $655K | Buy |
24,968
+4,760
| +24% | +$124K | 0.43% | 56 |
|
|
2016
Q3 | $526K | Sell |
20,208
-1,900
| -9% | -$49.4K | 0.34% | 65 |
|
|
2016
Q2 | $555K | Buy |
22,108
+700
| +3% | +$17.5K | 0.37% | 61 |
|
|
2016
Q1 | $534K | Sell |
21,408
-9,000
| -30% | -$213K | 0.37% | 65 |
|
|
2015
Q4 | $756K | Buy |
30,408
+7,800
| +35% | +$195K | 0.44% | 67 |
|
|
2015
Q3 | $526K | Buy |
22,608
+1,200
| +6% | +$29.5K | 0.36% | 64 |
|
|
2015
Q2 | $530K | Sell |
21,408
-6,200
| -22% | -$156K | 0.36% | 65 |
|
|
2015
Q1 | $683K | Buy |
27,608
+6,408
| +30% | +$157K | 0.46% | 58 |
|
|
2014
Q4 | $507K | Buy |
+21,200
| New | +$496K | 0.37% | 64 |
|
Other funds holding IWF
AWA
Karp Capital Management's IWF Position: Q4 2022 in Review
Karp Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 10,560 shares — an estimated $555K sold.
Karp Capital Management first reported a position in IWF in Q4 2014 and held it in 32 quarters. The position peaked at $7.7M in Q4 2021. 1,689 funds tracked by Wall St. Rank hold IWF as of Q4 2022.
- Karp Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
- Karp Capital Management sold 10,560 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $555K.
- Karp Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 32 quarters.
- Karp Capital Management's iShares Russell 1000 Growth ETF position peaked at $7.7M in Q4 2021.
- 1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.
Based on Karp Capital Management's 13F filing for Q4 2022.