McNamara Financial Services’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 | $645K | Hold |
1,518
| – | – | 0.13% | 45 |
|
2025
Q1 | $548K | Buy |
1,518
+263
| +21% | +$95K | 0.12% | 48 |
|
2024
Q4 | $504K | Sell |
1,255
-374
| -23% | -$150K | 0.12% | 39 |
|
2024
Q3 | $611K | Hold |
1,629
| – | – | 0.12% | 39 |
|
2024
Q2 | $594K | Sell |
1,629
-7
| -0.4% | -$2.55K | 0.13% | 39 |
|
2024
Q1 | $551K | Sell |
1,636
-66
| -4% | -$22.2K | 0.12% | 41 |
|
2023
Q4 | $516K | Sell |
1,702
-4
| -0.2% | -$1.21K | 0.12% | 41 |
|
2023
Q3 | $454K | Buy |
1,706
+30
| +2% | +$7.98K | 0.11% | 43 |
|
2023
Q2 | $459K | Sell |
1,676
-33
| -2% | -$9.04K | 0.11% | 42 |
|
2023
Q1 | $418K | Buy |
1,709
+138
| +9% | +$33.7K | 0.1% | 44 |
|
2022
Q4 | $337K | Buy |
1,571
+102
| +7% | +$21.9K | 0.09% | 51 |
|
2022
Q3 | $309K | Sell |
1,469
-24
| -2% | -$5.05K | 0.09% | 50 |
|
2022
Q2 | $327K | Buy |
1,493
+31
| +2% | +$6.79K | 0.09% | 46 |
|
2022
Q1 | $406K | Hold |
1,462
| – | – | 0.11% | 38 |
|
2021
Q4 | $447K | Hold |
1,462
| – | – | 0.12% | 36 |
|
2021
Q3 | $401K | Sell |
1,462
-133
| -8% | -$36.5K | 0.11% | 37 |
|
2021
Q2 | $433K | Sell |
1,595
-60
| -4% | -$16.3K | 0.12% | 34 |
|
2021
Q1 | $399K | Sell |
1,655
-168
| -9% | -$40.5K | 0.12% | 33 |
|
2020
Q4 | $395K | Hold |
1,823
| – | – | 0.13% | 29 |
|
2020
Q3 | $395K | Sell |
1,823
-74
| -4% | -$16K | 0.13% | 29 |
|
2020
Q2 | $364K | Sell |
1,897
-17
| -0.9% | -$3.26K | 0.13% | 30 |
|
2020
Q1 | $288K | Sell |
1,914
-244
| -11% | -$36.7K | 0.12% | 32 |
|
2019
Q4 | $380K | Hold |
2,158
| – | – | 0.14% | 31 |
|
2019
Q3 | $340K | Hold |
2,158
| – | – | 0.14% | 33 |
|
2019
Q2 | $327K | Hold |
2,158
| – | – | 0.14% | 33 |
|
2019
Q1 | $283K | Sell |
2,158
-72
| -3% | -$9.44K | 0.13% | 34 |
|
2018
Q4 | $348K | Hold |
2,230
| – | – | 0.15% | 32 |
|
2018
Q3 | $348K | Hold |
2,230
| – | – | 0.15% | 32 |
|
2018
Q2 | $321K | Hold |
2,230
| – | – | 0.14% | 33 |
|
2018
Q1 | $303K | Sell |
2,230
-286
| -11% | -$38.9K | 0.14% | 30 |
|
2017
Q4 | $339K | Hold |
2,516
| – | – | 0.16% | 30 |
|
2017
Q3 | $315K | Sell |
2,516
-47
| -2% | -$5.88K | 0.15% | 25 |
|
2017
Q2 | $305K | Hold |
2,563
| – | – | 0.15% | 23 |
|
2017
Q1 | $292K | Buy |
2,563
+34
| +1% | +$3.87K | 0.15% | 25 |
|
2016
Q4 | $265K | Hold |
2,529
| – | – | 0.15% | 27 |
|
2016
Q3 | $263K | Hold |
2,529
| – | – | 0.15% | 24 |
|
2016
Q2 | $254K | Hold |
2,529
| – | – | 0.15% | 25 |
|
2016
Q1 | $252K | Buy |
+2,529
| New | +$252K | 0.15% | 28 |
|