Market Street Wealth Management Advisors’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 | $8.12M | Sell |
19,114
-652
| -3% | -$277K | 1.32% | 19 |
|
|
2025
Q1 | $7.14M | Sell |
19,766
-184
| -0.9% | -$66.4K | 1.21% | 19 |
|
|
2024
Q4 | $8.01M | Sell |
19,950
-795
| -4% | -$319K | 1.34% | 19 |
|
|
2024
Q3 | $7.79M | Sell |
20,745
-168
| -0.8% | -$63.1K | 1.28% | 19 |
|
|
2024
Q2 | $7.62M | Sell |
20,913
-44
| -0.2% | -$16K | 1.31% | 19 |
|
|
2024
Q1 | $7.06M | Sell |
20,957
-280
| -1% | -$94.4K | 1.24% | 19 |
|
|
2023
Q4 | $6.44M | Sell |
21,237
-645
| -3% | -$196K | 1.35% | 19 |
|
|
2023
Q3 | $5.82M | Sell |
21,882
-99
| -0.5% | -$26.3K | 1.49% | 18 |
|
|
2023
Q2 | $6.05M | Sell |
21,981
-335
| -2% | -$92.2K | 1.54% | 18 |
|
|
2023
Q1 | $5.45M | Sell |
22,316
-729
| -3% | -$178K | 1.43% | 18 |
|
|
2022
Q4 | $4.94M | Sell |
23,045
-2,248
| -9% | -$482K | 1.43% | 17 |
|
|
2022
Q3 | $5.32M | Sell |
25,293
-384
| -1% | -$80.8K | 1.69% | 14 |
|
|
2022
Q2 | $5.62M | Sell |
25,677
-561
| -2% | -$123K | 1.74% | 14 |
|
|
2022
Q1 | $7.28M | Sell |
26,238
-395
| -1% | -$110K | 2.58% | 8 |
|
|
2021
Q4 | $8.14M | Sell |
26,633
-1,267
| -5% | -$387K | 2.65% | 9 |
|
|
2021
Q3 | $7.65M | Sell |
27,900
-395
| -1% | -$108K | 3.03% | 8 |
|
|
2021
Q2 | $7.68M | Sell |
28,295
-266
| -0.9% | -$72.2K | 3.38% | 7 |
|
|
2021
Q1 | $6.94M | Sell |
28,561
-1,729
| -6% | -$420K | 4.11% | 5 |
|
|
2020
Q4 | $7.3M | Sell |
30,290
-178
| -0.6% | -$42.9K | 5.7% | 3 |
|
|
2020
Q3 | $6.61M | Sell |
30,468
-1,601
| -5% | -$347K | 5.91% | 3 |
|
|
2020
Q2 | $6.16M | Sell |
32,069
-7,228
| -18% | -$1.39M | 5.62% | 3 |
|
|
2020
Q1 | $5.92M | Sell |
39,297
-5,746
| -13% | -$866K | 6.38% | 5 |
|
|
2019
Q4 | $7.92M | Sell |
45,043
-6,709
| -13% | -$1.18M | 7.23% | 6 |
|
|
2019
Q3 | $8.26M | Sell |
51,752
-4,664
| -8% | -$744K | 8.03% | 5 |
|
|
2019
Q2 | $9.2M | Sell |
56,416
-7,131
| -11% | -$1.16M | 8.87% | 5 |
|
|
2019
Q1 | $9.62M | Sell |
63,547
-4,605
| -7% | -$697K | 9.6% | 3 |
|
|
2018
Q4 | $8.92M | Buy |
+68,152
| New | +$8.92M | 9.96% | 4 |
|