Lyell Wealth 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 | $1.41M | Sell |
3,320
-95
| -3% | -$40.3K | 0.11% | 101 |
|
|
2025
Q1 | $1.23M | Hold |
3,415
| – | – | 0.12% | 108 |
|
|
2024
Q4 | $1.37M | Buy |
3,415
+450
| +15% | +$181K | 0.12% | 106 |
|
|
2024
Q3 | $1.11M | Sell |
2,965
-55
| -2% | -$20.6K | 0.1% | 118 |
|
|
2024
Q2 | $1.1M | Sell |
3,020
-180
| -6% | -$65.6K | 0.11% | 108 |
|
|
2024
Q1 | $1.08M | Hold |
3,200
| – | – | 0.11% | 112 |
|
|
2023
Q4 | $970K | Hold |
3,200
| – | – | 0.11% | 113 |
|
|
2023
Q3 | $851K | Sell |
3,200
-470
| -13% | -$125K | 0.11% | 107 |
|
|
2023
Q2 | $1.01M | Hold |
3,670
| – | – | 0.13% | 104 |
|
|
2023
Q1 | $897K | Buy |
3,670
+653
| +22% | +$160K | 0.13% | 113 |
|
|
2022
Q4 | $646K | Sell |
3,017
-300
| -9% | -$64.3K | 0.1% | 124 |
|
|
2022
Q3 | $698K | Sell |
3,317
-300
| -8% | -$63.1K | 0.12% | 119 |
|
|
2022
Q2 | $791K | Hold |
3,617
| – | – | 0.13% | 111 |
|
|
2022
Q1 | $1M | Sell |
3,617
-492
| -12% | -$137K | 0.13% | 104 |
|
|
2021
Q4 | $1.26M | Hold |
4,109
| – | – | 0.14% | 96 |
|
|
2021
Q3 | $1.13M | Hold |
4,109
| – | – | 0.14% | 96 |
|
|
2021
Q2 | $1.12M | Buy |
4,109
+254
| +7% | +$69K | 0.14% | 98 |
|
|
2021
Q1 | $937K | Buy |
3,855
+763
| +25% | +$185K | 0.14% | 99 |
|
|
2020
Q4 | $746K | Buy |
3,092
+876
| +40% | +$211K | 0.12% | 91 |
|
|
2020
Q3 | $481K | Hold |
2,216
| – | – | 0.09% | 96 |
|
|
2020
Q2 | $425K | Hold |
2,216
| – | – | 0.09% | 90 |
|
|
2020
Q1 | $334K | Hold |
2,216
| – | – | 0.1% | 91 |
|
|
2019
Q4 | $390K | Hold |
2,216
| – | – | 0.1% | 92 |
|
|
2019
Q3 | $354K | Buy |
2,216
+625
| +39% | +$99.8K | 0.11% | 91 |
|
|
2019
Q2 | $250K | Hold |
1,591
| – | – | 0.08% | 111 |
|
|
2019
Q1 | $241K | Hold |
1,591
| – | – | 0.08% | 109 |
|
|
2018
Q4 | $208K | Sell |
1,591
-29
| -2% | -$3.79K | 0.09% | 104 |
|
|
2018
Q3 | $253K | Hold |
1,620
| – | – | 0.09% | 104 |
|
|
2018
Q2 | $233K | Hold |
1,620
| – | – | 0.09% | 101 |
|
|
2018
Q1 | $220K | Sell |
1,620
-19
| -1% | -$2.58K | 0.08% | 101 |
|
|
2017
Q4 | $221K | Hold |
1,639
| – | – | 0.09% | 102 |
|
|
2017
Q3 | $205K | Sell |
1,639
-329
| -17% | -$41.2K | 0.09% | 104 |
|
|
2017
Q2 | $234K | Buy |
+1,968
| New | +$234K | 0.11% | 94 |
|