Kavar Capital Partners Group’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 | $999K | Buy |
2,353
+134
| +6% | +$56.9K | 0.14% | 101 |
|
2025
Q1 | $801K | Hold |
2,219
| – | – | 0.13% | 100 |
|
2024
Q4 | $891K | Hold |
2,219
| – | – | 0.15% | 98 |
|
2024
Q3 | $833K | Hold |
2,219
| – | – | 0.13% | 99 |
|
2024
Q2 | $809K | Hold |
2,219
| – | – | 0.15% | 96 |
|
2024
Q1 | $748K | Sell |
2,219
-2,219
| -50% | -$748K | 0.14% | 95 |
|
2023
Q4 | $1.35M | Buy |
4,438
+2,356
| +113% | +$714K | 0.15% | 90 |
|
2023
Q3 | $554K | Hold |
2,082
| – | – | 0.12% | 103 |
|
2023
Q2 | $573K | Hold |
2,082
| – | – | 0.12% | 96 |
|
2023
Q1 | $509K | Hold |
2,082
| – | – | 0.11% | 104 |
|
2022
Q4 | $446K | Hold |
2,082
| – | – | 0.1% | 104 |
|
2022
Q3 | $438K | Hold |
2,082
| – | – | 0.11% | 100 |
|
2022
Q2 | $455K | Buy |
2,082
+60
| +3% | +$13.1K | 0.11% | 114 |
|
2022
Q1 | $561K | Hold |
2,022
| – | – | 0.12% | 103 |
|
2021
Q4 | $618K | Hold |
2,022
| – | – | 0.13% | 103 |
|
2021
Q3 | $554K | Hold |
2,022
| – | – | 0.13% | 112 |
|
2021
Q2 | $549K | Hold |
2,022
| – | – | 0.13% | 104 |
|
2021
Q1 | $491K | Hold |
2,022
| – | – | 0.13% | 102 |
|
2020
Q4 | $488K | Hold |
2,022
| – | – | 0.14% | 105 |
|
2020
Q3 | $439K | Sell |
2,022
-314
| -13% | -$68.2K | 0.15% | 102 |
|
2020
Q2 | $448K | Hold |
2,336
| – | – | 0.17% | 92 |
|
2020
Q1 | $352K | Hold |
2,336
| – | – | 0.17% | 87 |
|
2019
Q4 | $411K | Hold |
2,336
| – | – | 0.15% | 92 |
|
2019
Q3 | $373K | Hold |
2,336
| – | – | 0.15% | 98 |
|
2019
Q2 | $368K | Buy |
2,336
+14
| +0.6% | +$2.21K | 0.14% | 93 |
|
2019
Q1 | $351K | Buy |
2,322
+150
| +7% | +$22.7K | 0.16% | 96 |
|
2018
Q4 | $284K | Buy |
2,172
+150
| +7% | +$19.6K | 0.15% | 86 |
|
2018
Q3 | $315K | Hold |
2,022
| – | – | 0.16% | 83 |
|
2018
Q2 | $291K | Buy |
2,022
+65
| +3% | +$9.36K | 0.15% | 87 |
|
2018
Q1 | $266K | Hold |
1,957
| – | – | 0.14% | 92 |
|
2017
Q4 | $264K | Hold |
1,957
| – | – | 0.14% | 94 |
|
2017
Q3 | $245K | Hold |
1,957
| – | – | 0.13% | 97 |
|
2017
Q2 | $233K | Hold |
1,957
| – | – | 0.13% | 101 |
|
2017
Q1 | $223K | Buy |
+1,957
| New | +$223K | 0.12% | 105 |
|
2016
Q1 | – | Sell |
-502
| Closed | -$49K | – | 236 |
|
2015
Q4 | $49K | Hold |
502
| – | – | 0.03% | 171 |
|
2015
Q3 | $46K | Hold |
502
| – | – | 0.03% | 175 |
|
2015
Q2 | $49K | Buy |
+502
| New | +$49K | 0.03% | 183 |
|
2014
Q2 | – | Sell |
-649
| Closed | -$56K | – | 285 |
|
2014
Q1 | $56K | Buy |
649
+52
| +9% | +$4.49K | 0.05% | 193 |
|
2013
Q4 | $51K | Buy |
+597
| New | +$51K | 0.05% | 192 |
|