Merriman Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.62M | Sell |
26,144
-1,268
| -5% | -$125K | 0.11% | 58 |
|
|
2024
Q3 | $2.57M | Sell |
27,412
-2,352
| -8% | -$213K | 0.1% | 69 |
|
|
2024
Q2 | $2.71M | Buy |
29,764
+352
| +1% | +$30.1K | 0.12% | 67 |
|
|
2024
Q1 | $2.48M | Sell |
29,412
-2,008
| -6% | -$162K | 0.11% | 64 |
|
|
2023
Q4 | $2.38M | Sell |
31,420
-784
| -2% | -$55.4K | 0.12% | 67 |
|
|
2023
Q3 | $2.14M | Sell |
32,204
-536
| -2% | -$37K | 0.11% | 56 |
|
|
2023
Q2 | $2.25M | Buy |
32,740
+13,764
| +73% | +$875K | 0.11% | 75 |
|
|
2023
Q1 | $1.16M | Buy |
18,976
+840
| +5% | +$48.4K | 0.06% | 82 |
|
|
2022
Q4 | $971K | Buy |
18,136
+4,680
| +35% | +$257K | 0.05% | 97 |
|
|
2022
Q3 | $708K | Sell |
13,456
-564
| -4% | -$33.2K | 0.05% | 80 |
|
|
2022
Q2 | $766K | Sell |
14,020
-120
| -0.8% | -$7.2K | 0.05% | 79 |
|
|
2022
Q1 | $981K | Sell |
14,140
-1,356
| -9% | -$92.6K | 0.08% | 86 |
|
|
2021
Q4 | $1.18M | Sell |
15,496
-6,640
| -30% | -$492K | 0.09% | 96 |
|
|
2021
Q3 | $1.52M | Sell |
22,136
-28
| -0.1% | -$1.98K | 0.13% | 86 |
|
|
2021
Q2 | $1.5M | Sell |
22,164
-67,900
| -75% | -$4.38M | 0.13% | 93 |
|
|
2021
Q1 | $5.47M | Sell |
90,064
-15,980
| -15% | -$973K | 0.63% | 35 |
|
|
2020
Q4 | $6.39M | Sell |
106,044
-31,636
| -23% | -$1.8M | 0.69% | 33 |
|
|
2020
Q3 | $7.46M | Buy |
137,680
+60
| +0% | +$3.16K | 1.12% | 25 |
|
|
2020
Q2 | $6.6M | Buy |
137,620
+58,932
| +75% | +$2.6M | 1.05% | 27 |
|
|
2020
Q1 | $2.96M | Buy |
78,688
+11,700
| +17% | +$504K | 0.64% | 27 |
|
|
2019
Q4 | $2.95M | Sell |
66,988
-45,656
| -41% | -$1.91M | 0.57% | 43 |
|
|
2019
Q3 | $4.5M | Buy |
112,644
+2,032
| +2% | +$81.5K | 0.91% | 34 |
|
|
2019
Q2 | $44.1K | Buy |
110,612
+51,600
| +87% | +$2M | 0.85% | 35 |
|
|
2019
Q1 | $2.23M | Buy |
59,012
+36,824
| +166% | +$1.32M | 0.42% | 52 |
|
|
2018
Q4 | $731K | Sell |
22,188
-7,268
| -25% | -$256K | 0.16% | 78 |
|
|
2018
Q3 | $1.15M | Buy |
29,456
+28
| +0.1% | +$1.06K | 0.25% | 67 |
|
|
2018
Q2 | $1.06M | Sell |
29,428
-12,824
| -30% | -$453K | 0.24% | 70 |
|
|
2018
Q1 | $1.44M | Buy |
42,252
+1,436
| +4% | +$50.3K | 0.38% | 60 |
|
|
2017
Q4 | $1.37M | Sell |
40,816
-8,764
| -18% | -$287K | 0.34% | 69 |
|
|
2017
Q3 | $1.55M | Buy |
49,580
+26,460
| +114% | +$810K | 0.37% | 63 |
|
|
2017
Q2 | $688K | Buy |
23,120
+8,576
| +59% | +$252K | 0.19% | 70 |
|
|
2017
Q1 | $414K | Sell |
14,544
-1,344
| -8% | -$37.3K | 0.1% | 107 |
|
|
2016
Q4 | $417K | Sell |
15,888
-748
| -4% | -$19.4K | 0.11% | 100 |
|
|
2016
Q3 | $433K | Sell |
16,636
-400
| -2% | -$10.4K | 0.09% | 105 |
|
|
2016
Q2 | $427K | Buy |
+17,036
| New | +$425K | 0.12% | 84 |
|
Other funds holding IWF
