Kestra Advisory Services’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 | $64.3M | Buy |
151,533
+10,415
| +7% | +$4.42M | 0.31% | 53 |
|
|
2025
Q1 | $51M | Sell |
141,118
-32,445
| -19% | -$11.7M | 0.25% | 57 |
|
|
2024
Q4 | $69.7M | Buy |
173,563
+3,720
| +2% | +$1.49M | 0.38% | 39 |
|
|
2024
Q3 | $63.8M | Sell |
169,843
-9,803
| -5% | -$3.68M | 0.35% | 46 |
|
|
2024
Q2 | $62M | Buy |
179,646
+18,513
| +11% | +$6.39M | 0.35% | 47 |
|
|
2024
Q1 | $54.3M | Buy |
161,133
+13,283
| +9% | +$4.48M | 0.36% | 44 |
|
|
2023
Q4 | $44.8M | Sell |
147,850
-3,620
| -2% | -$1.1M | 0.36% | 44 |
|
|
2023
Q3 | $40.3M | Buy |
151,470
+9,838
| +7% | +$2.62M | 0.4% | 39 |
|
|
2023
Q2 | $39M | Buy |
141,632
+7,370
| +5% | +$2.03M | 0.39% | 42 |
|
|
2023
Q1 | $32.8M | Sell |
134,262
-44,673
| -25% | -$10.9M | 0.36% | 46 |
|
|
2022
Q4 | $38.3M | Buy |
178,935
+33,500
| +23% | +$7.18M | 0.34% | 52 |
|
|
2022
Q3 | $30.6M | Buy |
145,435
+10,995
| +8% | +$2.31M | 0.33% | 58 |
|
|
2022
Q2 | $29.4M | Buy |
134,440
+2,882
| +2% | +$630K | 0.3% | 60 |
|
|
2022
Q1 | $36.5M | Sell |
131,558
-4,124
| -3% | -$1.14M | 0.38% | 46 |
|
|
2021
Q4 | $41.5M | Sell |
135,682
-17,718
| -12% | -$5.41M | 0.42% | 40 |
|
|
2021
Q3 | $42M | Buy |
153,400
+25,378
| +20% | +$6.95M | 0.42% | 38 |
|
|
2021
Q2 | $34.8M | Buy |
128,022
+14,180
| +12% | +$3.85M | 0.39% | 45 |
|
|
2021
Q1 | $27.7M | Sell |
113,842
-84,094
| -42% | -$20.4M | 0.35% | 51 |
|
|
2020
Q4 | $47.6M | Buy |
197,936
+94,342
| +91% | +$22.7M | 0.55% | 25 |
|
|
2020
Q3 | $22.4M | Buy |
+103,594
| New | +$22.4M | 0.42% | 42 |
|