Kingsview Wealth Management’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 | $8.49M | Sell |
19,991
-415
| -2% | -$176K | 0.14% | 152 |
|
2025
Q1 | $7.37M | Buy |
20,406
+278
| +1% | +$100K | 0.14% | 162 |
|
2024
Q4 | $8.08M | Buy |
20,128
+538
| +3% | +$216K | 0.16% | 145 |
|
2024
Q3 | $7.35M | Buy |
19,590
+908
| +5% | +$341K | 0.15% | 143 |
|
2024
Q2 | $6.81M | Buy |
18,682
+885
| +5% | +$323K | 0.16% | 141 |
|
2024
Q1 | $6M | Buy |
17,797
+508
| +3% | +$171K | 0.15% | 153 |
|
2023
Q4 | $5.24M | Buy |
17,289
+2,506
| +17% | +$760K | 0.16% | 150 |
|
2023
Q3 | $3.93M | Buy |
14,783
+2,982
| +25% | +$793K | 0.14% | 171 |
|
2023
Q2 | $3.25M | Buy |
11,801
+823
| +7% | +$226K | 0.13% | 176 |
|
2023
Q1 | $2.68M | Buy |
10,978
+95
| +0.9% | +$23.2K | 0.11% | 195 |
|
2022
Q4 | $2.33M | Sell |
10,883
-42
| -0.4% | -$9K | 0.1% | 216 |
|
2022
Q3 | $2.3M | Sell |
10,925
-289
| -3% | -$60.8K | 0.11% | 205 |
|
2022
Q2 | $2.45M | Sell |
11,214
-994
| -8% | -$217K | 0.12% | 193 |
|
2022
Q1 | $3.39M | Sell |
12,208
-675
| -5% | -$187K | 0.15% | 152 |
|
2021
Q4 | $3.94M | Sell |
12,883
-44
| -0.3% | -$13.4K | 0.16% | 135 |
|
2021
Q3 | $3.54M | Buy |
12,927
+3,945
| +44% | +$1.08M | 0.17% | 137 |
|
2021
Q2 | $2.45M | Buy |
8,982
+390
| +5% | +$106K | 0.12% | 185 |
|
2021
Q1 | $2.12M | Buy |
8,592
+1,657
| +24% | +$409K | 0.12% | 180 |
|
2020
Q4 | $1.67M | Buy |
6,935
+13
| +0.2% | +$3.13K | 0.12% | 186 |
|
2020
Q3 | $1.5M | Sell |
6,922
-81
| -1% | -$17.6K | 0.13% | 167 |
|
2020
Q2 | $1.34M | Buy |
7,003
+2,259
| +48% | +$434K | 0.13% | 168 |
|
2020
Q1 | $715K | Sell |
4,744
-45
| -0.9% | -$6.78K | 0.1% | 219 |
|
2019
Q4 | $843K | Buy |
4,789
+219
| +5% | +$38.6K | 0.11% | 216 |
|
2019
Q3 | $730K | Buy |
4,570
+234
| +5% | +$37.4K | 0.11% | 194 |
|
2019
Q2 | $682K | Sell |
4,336
-6,052
| -58% | -$952K | 0.11% | 196 |
|
2019
Q1 | $1.57M | Buy |
10,388
+1,041
| +11% | +$158K | 0.24% | 120 |
|
2018
Q4 | $1.22M | Buy |
9,347
+191
| +2% | +$25K | 0.27% | 113 |
|
2018
Q3 | $1.43M | Buy |
9,156
+97
| +1% | +$15.1K | 0.29% | 108 |
|
2018
Q2 | $1.3M | Buy |
9,059
+284
| +3% | +$40.8K | 0.31% | 105 |
|
2018
Q1 | $1.19M | Sell |
8,775
-953
| -10% | -$130K | 0.3% | 99 |
|
2017
Q4 | $1.31M | Buy |
9,728
+130
| +1% | +$17.5K | 0.47% | 54 |
|
2017
Q3 | $1.2M | Sell |
9,598
-146
| -1% | -$18.3K | 0.53% | 52 |
|
2017
Q2 | $1.16M | Buy |
9,744
+1,180
| +14% | +$140K | 0.6% | 50 |
|
2017
Q1 | $975K | Buy |
+8,564
| New | +$975K | 0.58% | 54 |
|