KCM Investment 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 | $1.73M | Sell |
4,082
-493
| -11% | -$209K | 0.06% | 170 |
|
2025
Q1 | $1.65M | Sell |
4,575
-200
| -4% | -$72.2K | 0.06% | 166 |
|
2024
Q4 | $1.92M | Sell |
4,775
-641
| -12% | -$257K | 0.07% | 159 |
|
2024
Q3 | $2.03M | Buy |
5,416
+14
| +0.3% | +$5.26K | 0.07% | 158 |
|
2024
Q2 | $1.97M | Buy |
5,402
+663
| +14% | +$242K | 0.07% | 151 |
|
2024
Q1 | $1.6M | Buy |
4,739
+16
| +0.3% | +$5.39K | 0.06% | 178 |
|
2023
Q4 | $1.43M | Sell |
4,723
-55
| -1% | -$16.7K | 0.06% | 180 |
|
2023
Q3 | $1.27M | Sell |
4,778
-400
| -8% | -$106K | 0.05% | 187 |
|
2023
Q2 | $1.42M | Buy |
5,178
+47
| +0.9% | +$12.9K | 0.06% | 185 |
|
2023
Q1 | $1.25M | Sell |
5,131
-32
| -0.6% | -$7.82K | 0.05% | 195 |
|
2022
Q4 | $1.11M | Sell |
5,163
-625
| -11% | -$134K | 0.05% | 200 |
|
2022
Q3 | $1.22M | Sell |
5,788
-855
| -13% | -$180K | 0.06% | 182 |
|
2022
Q2 | $1.45M | Sell |
6,643
-54
| -0.8% | -$11.8K | 0.06% | 184 |
|
2022
Q1 | $1.86M | Sell |
6,697
-1,913
| -22% | -$531K | 0.07% | 174 |
|
2021
Q4 | $2.63M | Buy |
8,610
+48
| +0.6% | +$14.7K | 0.09% | 155 |
|
2021
Q3 | $2.35M | Sell |
8,562
-45
| -0.5% | -$12.3K | 0.09% | 152 |
|
2021
Q2 | $2.34M | Sell |
8,607
-73
| -0.8% | -$19.8K | 0.09% | 147 |
|
2021
Q1 | $2.11M | Sell |
8,680
-25
| -0.3% | -$6.08K | 0.09% | 150 |
|
2020
Q4 | $2.1M | Buy |
8,705
+43
| +0.5% | +$10.4K | 0.1% | 139 |
|
2020
Q3 | $1.88M | Sell |
8,662
-270
| -3% | -$58.6K | 0.1% | 134 |
|
2020
Q2 | $1.71M | Sell |
8,932
-45
| -0.5% | -$8.64K | 0.1% | 139 |
|
2020
Q1 | $1.35M | Sell |
8,977
-275
| -3% | -$41.4K | 0.09% | 138 |
|
2019
Q4 | $1.63M | Hold |
9,252
| – | – | 0.09% | 143 |
|
2019
Q3 | $1.48M | Buy |
9,252
+1,055
| +13% | +$168K | 0.09% | 147 |
|
2019
Q2 | $1.29M | Buy |
8,197
+2,053
| +33% | +$323K | 0.08% | 156 |
|
2019
Q1 | $930K | Sell |
6,144
-352
| -5% | -$53.3K | 0.06% | 175 |
|
2018
Q4 | $850K | Sell |
6,496
-65
| -1% | -$8.51K | 0.06% | 245 |
|
2018
Q3 | $1.02M | Sell |
6,561
-1,000
| -13% | -$156K | 0.06% | 237 |
|
2018
Q2 | $1.09M | Sell |
7,561
-1,105
| -13% | -$159K | 0.07% | 229 |
|
2018
Q1 | $1.18M | Sell |
8,666
-258
| -3% | -$35.1K | 0.07% | 230 |
|
2017
Q4 | $1.2M | Buy |
8,924
+2,228
| +33% | +$300K | 0.07% | 238 |
|
2017
Q3 | $837K | Hold |
6,696
| – | – | 0.05% | 278 |
|
2017
Q2 | $797K | Sell |
6,696
-1,569
| -19% | -$187K | 0.05% | 278 |
|
2017
Q1 | $941K | Sell |
8,265
-77
| -0.9% | -$8.77K | 0.06% | 258 |
|
2016
Q4 | $875K | Buy |
8,342
+1,533
| +23% | +$161K | 0.06% | 265 |
|
2016
Q3 | $709K | Buy |
6,809
+6
| +0.1% | +$625 | 0.05% | 299 |
|
2016
Q2 | $683K | Sell |
6,803
-5
| -0.1% | -$502 | 0.05% | 296 |
|
2016
Q1 | $679K | Sell |
6,808
-763
| -10% | -$76.1K | 0.05% | 293 |
|
2015
Q4 | $753K | Sell |
7,571
-409
| -5% | -$40.7K | 0.06% | 276 |
|
2015
Q3 | $742K | Buy |
7,980
+355
| +5% | +$33K | 0.06% | 278 |
|
2015
Q2 | $755K | Sell |
7,625
-1,432
| -16% | -$142K | 0.06% | 280 |
|
2015
Q1 | $896K | Buy |
9,057
+1,520
| +20% | +$150K | 0.07% | 259 |
|
2014
Q4 | $721K | Sell |
7,537
-613
| -8% | -$58.6K | 0.06% | 281 |
|
2014
Q3 | $747K | Sell |
8,150
-935
| -10% | -$85.7K | 0.07% | 261 |
|
2014
Q2 | $826K | Buy |
9,085
+2,228
| +32% | +$203K | 0.08% | 248 |
|
2014
Q1 | $593K | Hold |
6,857
| – | – | 0.06% | 272 |
|
2013
Q4 | $589K | Buy |
6,857
+175
| +3% | +$15K | 0.06% | 270 |
|
2013
Q3 | $523K | Buy |
+6,682
| New | +$523K | 0.06% | 278 |
|