Klingman & Associates’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
Q3 | $1.02M | Sell |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $870K | Buy |
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|
2024
Q3 | $740K | Hold |
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|
2024
Q2 | $719K | Sell |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $469K | Hold |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $430K | Hold |
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $601K | Hold |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $449K | Hold |
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|
2020
Q4 | $445K | Buy |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $653K | Hold |
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|
2017
Q4 | $647K | Hold |
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|
2017
Q3 | $600K | Sell |
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|
2017
Q2 | $603K | Hold |
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|
2017
Q1 | $577K | Buy |
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|
2016
Q4 | $498K | Buy |
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|
2016
Q3 | $477K | Sell |
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|
2016
Q2 | $473K | Hold |
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|
2016
Q1 | $470K | Hold |
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|
2015
Q4 | $469K | Sell |
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|
2015
Q3 | $543K | Buy |
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|
2015
Q2 | $568K | Buy |
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|
2015
Q1 | $505K | Hold |
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|
2014
Q4 | $488K | Buy |
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