Marietta Investment 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 | $324K | Hold |
762
| – | – | 0.07% | 136 |
|
|
2025
Q1 | $275K | Sell |
762
-4
| -0.5% | -$1.44K | 0.07% | 142 |
|
|
2024
Q4 | $308K | Sell |
766
-5
| -0.6% | -$2.01K | 0.07% | 138 |
|
|
2024
Q3 | $289K | Sell |
771
-9
| -1% | -$3.38K | 0.06% | 142 |
|
|
2024
Q2 | $284K | Sell |
780
-8
| -1% | -$2.92K | 0.06% | 142 |
|
|
2024
Q1 | $266K | Hold |
788
| – | – | 0.06% | 151 |
|
|
2023
Q4 | $239K | Hold |
788
| – | – | 0.06% | 146 |
|
|
2023
Q3 | $210K | Hold |
788
| – | – | 0.06% | 155 |
|
|
2023
Q2 | $217K | Sell |
788
-43
| -5% | -$11.8K | 0.06% | 160 |
|
|
2023
Q1 | $203K | Buy |
+831
| New | +$203K | 0.06% | 154 |
|
|
2022
Q2 | – | Sell |
-788
| Closed | -$219K | – | 177 |
|
|
2022
Q1 | $219K | Sell |
788
-10
| -1% | -$2.78K | 0.05% | 175 |
|
|
2021
Q4 | $244K | Hold |
798
| – | – | 0.05% | 174 |
|
|
2021
Q3 | $219K | Hold |
798
| – | – | 0.05% | 174 |
|
|
2021
Q2 | $217K | Buy |
+798
| New | +$217K | 0.05% | 173 |
|
|
2014
Q1 | – | Sell |
-2,500
| Closed | -$215K | – | 134 |
|
|
2013
Q4 | $215K | Buy |
+2,500
| New | +$215K | 0.08% | 126 |
|