Merit Financial Group’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 | $7.32M | Buy |
17,245
+602
| +4% | +$256K | 0.08% | 190 |
|
|
2025
Q1 | $6.01M | Buy |
16,643
+4,229
| +34% | +$1.53M | 0.09% | 185 |
|
|
2024
Q4 | $4.99M | Buy |
12,414
+5,122
| +70% | +$2.06M | 0.09% | 186 |
|
|
2024
Q3 | $2.74M | Buy |
7,292
+1,963
| +37% | +$737K | 0.06% | 235 |
|
|
2024
Q2 | $1.94M | Buy |
5,329
+571
| +12% | +$208K | 0.04% | 271 |
|
|
2024
Q1 | $1.58M | Buy |
4,758
+1,146
| +32% | +$380K | 0.04% | 299 |
|
|
2023
Q4 | $1.09M | Buy |
3,612
+638
| +21% | +$193K | 0.03% | 290 |
|
|
2023
Q3 | $791K | Buy |
2,974
+468
| +19% | +$124K | 0.03% | 362 |
|
|
2023
Q2 | $690K | Sell |
2,506
-86
| -3% | -$23.7K | 0.02% | 392 |
|
|
2023
Q1 | $633K | Sell |
2,592
-753
| -23% | -$184K | 0.02% | 352 |
|
|
2022
Q4 | $717K | Buy |
3,345
+1,387
| +71% | +$297K | 0.03% | 352 |
|
|
2022
Q3 | $412K | Sell |
1,958
-136
| -6% | -$28.6K | 0.02% | 385 |
|
|
2022
Q2 | $458K | Buy |
2,094
+40
| +2% | +$8.75K | 0.01% | 368 |
|
|
2022
Q1 | $570K | Hold |
2,054
| – | – | 0.03% | 220 |
|
|
2021
Q4 | $628K | Sell |
2,054
-14
| -0.7% | -$4.28K | 0.06% | 149 |
|
|
2021
Q3 | $567K | Buy |
2,068
+193
| +10% | +$52.9K | 0.06% | 147 |
|
|
2021
Q2 | $509K | Buy |
1,875
+56
| +3% | +$15.2K | 0.05% | 156 |
|
|
2021
Q1 | $442K | Buy |
1,819
+987
| +119% | +$240K | 0.05% | 163 |
|
|
2020
Q4 | $201K | Buy |
+832
| New | +$201K | 0.02% | 203 |
|