Mayflower Financial 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 | $550K | Sell |
1,296
-736
| -36% | -$312K | 0.08% | 225 |
|
|
2025
Q1 | $734K | Buy |
2,032
+13
| +0.6% | +$4.69K | 0.11% | 174 |
|
|
2024
Q4 | $811K | Buy |
2,019
+790
| +64% | +$317K | 0.12% | 163 |
|
|
2024
Q3 | $461K | Buy |
1,229
+422
| +52% | +$158K | 0.07% | 229 |
|
|
2024
Q2 | $294K | Sell |
807
-49
| -6% | -$17.9K | 0.05% | 284 |
|
|
2024
Q1 | $289K | Hold |
856
| – | – | 0.05% | 288 |
|
|
2023
Q4 | $260K | Buy |
856
+3
| +0.4% | +$910 | 0.04% | 286 |
|
|
2023
Q3 | $227K | Sell |
853
-1,270
| -60% | -$338K | 0.03% | 295 |
|
|
2023
Q2 | $584K | Sell |
2,123
-168
| -7% | -$46.2K | 0.08% | 180 |
|
|
2023
Q1 | $560K | Buy |
2,291
+479
| +26% | +$117K | 0.07% | 185 |
|
|
2022
Q4 | $388K | Sell |
1,812
-2
| -0.1% | -$429 | 0.05% | 232 |
|
|
2022
Q3 | $382K | Buy |
1,814
+43
| +2% | +$9.06K | 0.06% | 222 |
|
|
2022
Q2 | $387K | Sell |
1,771
-1,305
| -42% | -$285K | 0.06% | 220 |
|
|
2022
Q1 | $854K | Sell |
3,076
-86
| -3% | -$23.9K | 0.11% | 128 |
|
|
2021
Q4 | $966K | Buy |
3,162
+40
| +1% | +$12.2K | 0.13% | 113 |
|
|
2021
Q3 | $905K | Buy |
3,122
+3
| +0.1% | +$870 | 0.12% | 118 |
|
|
2021
Q2 | $847K | Buy |
3,119
+2
| +0.1% | +$543 | 0.12% | 118 |
|
|
2021
Q1 | $758K | Buy |
3,117
+2
| +0.1% | +$486 | 0.11% | 121 |
|
|
2020
Q4 | $751K | Buy |
+3,115
| New | +$751K | 0.13% | 119 |
|