Marcum Wealth’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
Q1 | $4.23M | Sell |
11,702
-333
| -3% | -$120K | 0.37% | 32 |
|
|
2024
Q4 | $4.83M | Buy |
12,035
+460
| +4% | +$185K | 0.42% | 29 |
|
|
2024
Q3 | $4.34M | Sell |
11,575
-138
| -1% | -$51.8K | 0.4% | 28 |
|
|
2024
Q2 | $4.27M | Buy |
11,713
+196
| +2% | +$71.4K | 0.43% | 25 |
|
|
2024
Q1 | $3.88M | Sell |
11,517
-1,502
| -12% | -$506K | 0.39% | 26 |
|
|
2023
Q4 | $3.95M | Buy |
13,019
+1,179
| +10% | +$357K | 0.42% | 25 |
|
|
2023
Q3 | $3.15M | Buy |
11,840
+7,978
| +207% | +$2.12M | 0.38% | 27 |
|
|
2023
Q2 | $1.06M | Sell |
3,862
-10,487
| -73% | -$2.89M | 0.12% | 88 |
|
|
2023
Q1 | $3.51M | Buy |
14,349
+5,679
| +66% | +$1.39M | 0.44% | 24 |
|
|
2022
Q4 | $1.86M | Buy |
8,670
+4,319
| +99% | +$925K | 0.25% | 46 |
|
|
2022
Q3 | $915K | Sell |
4,351
-1,002
| -19% | -$211K | 0.14% | 87 |
|
|
2022
Q2 | $1.17M | Sell |
5,353
-1,145
| -18% | -$250K | 0.18% | 73 |
|
|
2022
Q1 | $1.8M | Sell |
6,498
-1,843
| -22% | -$512K | 0.25% | 52 |
|
|
2021
Q4 | $2.55M | Buy |
8,341
+1,108
| +15% | +$339K | 0.35% | 33 |
|
|
2021
Q3 | $1.98M | Buy |
7,233
+3,462
| +92% | +$949K | 0.31% | 40 |
|
|
2021
Q2 | $1.02M | Buy |
3,771
+87
| +2% | +$23.6K | 0.17% | 89 |
|
|
2021
Q1 | $895K | Buy |
+3,684
| New | +$895K | 0.15% | 105 |
|