Madison Wealth 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 | $503K | Buy |
1,184
+28
| +2% | +$11.9K | 0.11% | 84 |
|
|
2025
Q1 | $417K | Hold |
1,156
| – | – | 0.1% | 88 |
|
|
2024
Q4 | $464K | Hold |
1,156
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $434K | Sell |
1,156
-5
| -0.4% | -$1.88K | 0.13% | 84 |
|
|
2024
Q2 | $423K | Hold |
1,161
| – | – | 0.15% | 74 |
|
|
2024
Q1 | $391K | Sell |
1,161
-126
| -10% | -$42.5K | 0.14% | 74 |
|
|
2023
Q4 | $390K | Buy |
1,287
+108
| +9% | +$32.7K | 0.15% | 69 |
|
|
2023
Q3 | $314K | Hold |
1,179
| – | – | 0.16% | 62 |
|
|
2023
Q2 | $324K | Hold |
1,179
| – | – | 0.15% | 62 |
|
|
2023
Q1 | $288K | Sell |
1,179
-38
| -3% | -$9.29K | 0.15% | 66 |
|
|
2022
Q4 | $261K | Sell |
1,217
-69
| -5% | -$14.8K | 0.15% | 66 |
|
|
2022
Q3 | $271K | Sell |
1,286
-164
| -11% | -$34.6K | 0.18% | 60 |
|
|
2022
Q2 | $317K | Sell |
1,450
-55
| -4% | -$12K | 0.2% | 54 |
|
|
2022
Q1 | $418K | Sell |
1,505
-142
| -9% | -$39.4K | 0.23% | 43 |
|
|
2021
Q4 | $503K | Buy |
1,647
+36
| +2% | +$11K | 0.25% | 36 |
|
|
2021
Q3 | $441K | Buy |
1,611
+100
| +7% | +$27.4K | 0.25% | 38 |
|
|
2021
Q2 | $410K | Buy |
1,511
+476
| +46% | +$129K | 0.23% | 41 |
|
|
2021
Q1 | $250K | Hold |
1,035
| – | – | 0.18% | 43 |
|
|
2020
Q4 | $249K | Buy |
+1,035
| New | +$249K | 0.17% | 44 |
|