Kovitz Investment Group Partners’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 | $267M | Sell |
629,660
-6,221
| -1% | -$2.64M | 1.14% | 16 |
|
|
2025
Q1 | $230M | Sell |
635,881
-8,061
| -1% | -$2.91M | 1.15% | 14 |
|
|
2024
Q4 | $259M | Sell |
643,942
-1,144
| -0.2% | -$459K | 1.27% | 12 |
|
|
2024
Q3 | $62.3M | Sell |
645,086
-915
| -0.1% | -$88.4K | 0.44% | 55 |
|
|
2024
Q2 | $235M | Buy |
646,001
+487,306
| +307% | +$178M | 2.01% | 6 |
|
|
2024
Q1 | $53.5M | Buy |
+158,695
| New | +$53.5M | 0.68% | 33 |
|
|
2021
Q4 | – | Sell |
-1,794
| Closed | -$492K | – | 425 |
|
|
2021
Q3 | $492K | Buy |
+1,794
| New | +$492K | 0.01% | 349 |
|
|
2020
Q1 | – | Sell |
-4,453
| Closed | -$783K | – | 371 |
|
|
2019
Q4 | $783K | Sell |
4,453
-449
| -9% | -$79K | 0.02% | 288 |
|
|
2019
Q3 | $783K | Buy |
4,902
+2,577
| +111% | +$412K | 0.02% | 284 |
|
|
2019
Q2 | $366K | Sell |
2,325
-52
| -2% | -$8.19K | 0.01% | 320 |
|
|
2019
Q1 | $360K | Buy |
+2,377
| New | +$360K | 0.01% | 325 |
|
|
2018
Q1 | – | Sell |
-3,614
| Closed | -$487 | – | 146 |
|
|
2017
Q4 | $487 | Buy |
3,614
+1,002
| +38% | +$135 | 0.02% | 116 |
|
|
2017
Q3 | $327K | Sell |
2,612
-425
| -14% | -$53.2K | 0.02% | 130 |
|
|
2017
Q2 | $361K | Buy |
3,037
+640
| +27% | +$76.1K | 0.02% | 127 |
|
|
2017
Q1 | $273K | Hold |
2,397
| – | – | 0.02% | 114 |
|
|
2016
Q4 | $251K | Hold |
2,397
| – | – | 0.01% | 106 |
|
|
2016
Q3 | $250K | Buy |
+2,397
| New | +$250K | 0.02% | 116 |
|