McElhenny Sheffield Capital Management’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 | $388K | Hold |
913
| – | – | 0.1% | 75 |
|
|
2025
Q1 | $330K | Sell |
913
-110
| -11% | -$39.7K | 0.12% | 80 |
|
|
2024
Q4 | $411K | Hold |
1,023
| – | – | 0.14% | 67 |
|
|
2024
Q3 | $384K | Buy |
+1,023
| New | +$384K | 0.13% | 71 |
|
|
2023
Q1 | – | Sell |
-564
| Closed | -$121K | – | 348 |
|
|
2022
Q4 | $121K | Buy |
+564
| New | +$121K | 0.06% | 115 |
|
|
2022
Q1 | – | Sell |
-790
| Closed | -$241K | – | 123 |
|
|
2021
Q4 | $241K | Buy |
+790
| New | +$241K | 0.09% | 109 |
|