Kovack Advisors’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 | $610K | Buy |
1,437
+17
| +1% | +$7.22K | 0.06% | 283 |
|
|
2025
Q1 | $513K | Sell |
1,420
-335
| -19% | -$121K | 0.05% | 296 |
|
|
2024
Q4 | $705K | Buy |
1,755
+16
| +0.9% | +$6.43K | 0.07% | 233 |
|
|
2024
Q3 | $653K | Sell |
1,739
-116
| -6% | -$43.6K | 0.07% | 246 |
|
|
2024
Q2 | $676K | Sell |
1,855
-50
| -3% | -$18.2K | 0.07% | 241 |
|
|
2024
Q1 | $642K | Buy |
1,905
+249
| +15% | +$83.9K | 0.08% | 217 |
|
|
2023
Q4 | $502K | Buy |
1,656
+76
| +5% | +$23K | 0.06% | 298 |
|
|
2023
Q3 | $420K | Buy |
1,580
+12
| +0.8% | +$3.19K | 0.06% | 298 |
|
|
2023
Q2 | $431K | Buy |
1,568
+239
| +18% | +$65.7K | 0.06% | 328 |
|
|
2023
Q1 | $325K | Buy |
1,329
+268
| +25% | +$65.5K | 0.04% | 391 |
|
|
2022
Q4 | $227K | Buy |
1,061
+2
| +0.2% | +$428 | 0.03% | 484 |
|
|
2022
Q3 | $223K | Sell |
1,059
-568
| -35% | -$120K | 0.03% | 495 |
|
|
2022
Q2 | $356K | Buy |
1,627
+34
| +2% | +$7.44K | 0.05% | 401 |
|
|
2022
Q1 | $442K | Buy |
1,593
+264
| +20% | +$73.3K | 0.05% | 421 |
|
|
2021
Q4 | $406K | Buy |
1,329
+21
| +2% | +$6.42K | 0.04% | 428 |
|
|
2021
Q3 | $358K | Buy |
1,308
+31
| +2% | +$8.49K | 0.04% | 469 |
|
|
2021
Q2 | $347K | Buy |
1,277
+303
| +31% | +$82.3K | 0.04% | 459 |
|
|
2021
Q1 | $237K | Sell |
974
-7
| -0.7% | -$1.7K | 0.03% | 535 |
|
|
2020
Q4 | $237K | Sell |
981
-31
| -3% | -$7.49K | 0.03% | 471 |
|
|
2020
Q3 | $220K | Sell |
1,012
-146
| -13% | -$31.7K | 0.04% | 399 |
|
|
2020
Q2 | $222K | Sell |
1,158
-452
| -28% | -$86.7K | 0.04% | 382 |
|
|
2020
Q1 | $243K | Buy |
+1,610
| New | +$243K | 0.06% | 335 |
|
|
2018
Q4 | – | Sell |
-1,571
| Closed | -$245K | – | 436 |
|
|
2018
Q3 | $245K | Buy |
+1,571
| New | +$245K | 0.06% | 337 |
|
|
2014
Q4 | – | Sell |
-2,953
| Closed | -$271K | – | 155 |
|
|
2014
Q3 | $271K | Buy |
2,953
+302
| +11% | +$27.7K | 0.4% | 59 |
|
|
2014
Q2 | $241K | Buy |
+2,651
| New | +$241K | 0.35% | 67 |
|