Keystone Wealth 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 | $1.36M | Sell |
3,209
-1,184
| -27% | -$503K | 0.33% | 75 |
|
|
2025
Q1 | $1.59M | Sell |
4,393
-90
| -2% | -$32.5K | 0.43% | 54 |
|
|
2024
Q4 | $1.8M | Buy |
4,483
+147
| +3% | +$59K | 0.48% | 46 |
|
|
2024
Q3 | $1.63M | Buy |
4,336
+1,926
| +80% | +$723K | 0.45% | 52 |
|
|
2024
Q2 | $878K | Buy |
2,410
+1
| +0% | +$364 | 0.27% | 90 |
|
|
2024
Q1 | $812K | Buy |
2,409
+24
| +1% | +$8.09K | 0.26% | 96 |
|
|
2023
Q4 | $723K | Buy |
2,385
+3
| +0.1% | +$909 | 0.25% | 92 |
|
|
2023
Q3 | $634K | Sell |
2,382
-20
| -0.8% | -$5.32K | 0.24% | 94 |
|
|
2023
Q2 | $661K | Buy |
2,402
+1
| +0% | +$275 | 0.25% | 90 |
|
|
2023
Q1 | $587K | Buy |
2,401
+2
| +0.1% | +$489 | 0.24% | 99 |
|
|
2022
Q4 | $514K | Buy |
2,399
+401
| +20% | +$85.9K | 0.22% | 101 |
|
|
2022
Q3 | $420K | Buy |
1,998
+260
| +15% | +$54.7K | 0.2% | 96 |
|
|
2022
Q2 | $380K | Sell |
1,738
-1
| -0.1% | -$219 | 0.17% | 105 |
|
|
2022
Q1 | $483K | Sell |
1,739
-100
| -5% | -$27.8K | 0.19% | 99 |
|
|
2021
Q4 | $562K | Buy |
+1,839
| New | +$562K | 0.23% | 88 |
|