Klingenstein Fields & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $472K | Hold |
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|
2024
Q2 | $458K | Hold |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $388K | Hold |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $312K | Sell |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $375K | Hold |
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|
2021
Q1 | $335K | Hold |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $299K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $208K | Hold |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $268K | Sell |
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|
2019
Q1 | $334K | Sell |
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|
2018
Q4 | $336K | Sell |
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|
2018
Q3 | $442K | Sell |
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|
2018
Q2 | $436K | Hold |
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|
2018
Q1 | $413K | Hold |
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|
2017
Q4 | $408K | Hold |
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|
2017
Q3 | $379K | Buy |
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|
2017
Q2 | $262K | Buy |
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|
2017
Q1 | $232K | Hold |
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|
2016
Q4 | $214K | Hold |
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|
2016
Q3 | $213K | Hold |
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|
2016
Q2 | $205K | Hold |
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|
2016
Q1 | $204K | Hold |
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|
2015
Q4 | $203K | Sell |
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|
2015
Q3 | $227K | Hold |
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|
2015
Q2 | $242K | Sell |
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|
2015
Q1 | $250K | Sell |
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|
2014
Q4 | $246K | Hold |
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|
2014
Q3 | $236K | Hold |
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|
2014
Q2 | $234K | Sell |
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|
2014
Q1 | $257K | Hold |
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|
2013
Q4 | $256K | Hold |
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|
2013
Q3 | $233K | Sell |
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|
2013
Q2 | $267K | Buy |
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