Leavell Investment 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 | $6.1M | Buy |
14,359
+2,788
| +24% | +$1.18M | 0.27% | 90 |
|
2025
Q1 | $4.18M | Buy |
11,571
+172
| +2% | +$62.1K | 0.21% | 117 |
|
2024
Q4 | $4.58M | Buy |
11,399
+379
| +3% | +$152K | 0.22% | 104 |
|
2024
Q3 | $4.14M | Sell |
11,020
-404
| -4% | -$152K | 0.21% | 110 |
|
2024
Q2 | $4.16M | Buy |
11,424
+1,374
| +14% | +$501K | 0.23% | 100 |
|
2024
Q1 | $3.39M | Sell |
10,050
-319
| -3% | -$108K | 0.2% | 117 |
|
2023
Q4 | $3.14M | Buy |
10,369
+1,317
| +15% | +$399K | 0.2% | 120 |
|
2023
Q3 | $2.41M | Buy |
9,052
+360
| +4% | +$95.9K | 0.17% | 134 |
|
2023
Q2 | $2.39M | Buy |
8,692
+311
| +4% | +$85.6K | 0.16% | 139 |
|
2023
Q1 | $2.05M | Buy |
8,381
+533
| +7% | +$130K | 0.15% | 147 |
|
2022
Q4 | $1.68M | Buy |
7,848
+5,956
| +315% | +$1.28M | 0.13% | 170 |
|
2022
Q3 | $398K | Hold |
1,892
| – | – | 0.03% | 334 |
|
2022
Q2 | $414K | Sell |
1,892
-243
| -11% | -$53.2K | 0.03% | 334 |
|
2022
Q1 | $593K | Sell |
2,135
-191
| -8% | -$53.1K | 0.04% | 290 |
|
2021
Q4 | $711K | Sell |
2,326
-9
| -0.4% | -$2.75K | 0.05% | 282 |
|
2021
Q3 | $640K | Sell |
2,335
-672
| -22% | -$184K | 0.05% | 266 |
|
2021
Q2 | $731K | Hold |
3,007
| – | – | 0.06% | 246 |
|
2021
Q1 | $731K | Sell |
3,007
-95
| -3% | -$23.1K | 0.06% | 246 |
|
2020
Q4 | $748K | Buy |
3,102
+835
| +37% | +$201K | 0.06% | 229 |
|
2020
Q3 | $492K | Hold |
2,267
| – | – | 0.04% | 267 |
|
2020
Q2 | $435K | Hold |
2,267
| – | – | 0.04% | 275 |
|
2020
Q1 | $342K | Hold |
2,267
| – | – | 0.04% | 273 |
|
2019
Q4 | $399K | Hold |
2,267
| – | – | 0.04% | 287 |
|
2019
Q3 | $362K | Hold |
2,267
| – | – | 0.04% | 297 |
|
2019
Q2 | $357K | Buy |
2,267
+512
| +29% | +$80.6K | 0.04% | 298 |
|
2019
Q1 | $266K | Buy |
+1,755
| New | +$266K | 0.03% | 333 |
|