Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116M | Buy |
1,088,228
+6,780
| +0.6% | +$770K | 1.39% | 16 |
|
|
2025
Q4 | $128M | Sell |
1,081,448
-15,852
| -1% | -$1.88M | 1.48% | 14 |
|
|
2025
Q3 | $128M | Buy |
1,097,300
+23,488
| +2% | +$2.62M | 1.49% | 14 |
|
|
2025
Q2 | $114M | Buy |
1,073,812
+7,640
| +0.7% | +$731K | 1.41% | 16 |
|
|
2025
Q1 | $96.2M | Sell |
1,066,172
-19,296
| -2% | -$1.9M | 1.3% | 16 |
|
|
2024
Q4 | $109M | Sell |
1,085,468
-27,168
| -2% | -$2.67M | 1.32% | 15 |
|
|
2024
Q3 | $104M | Sell |
1,112,636
-14,380
| -1% | -$1.3M | 1.33% | 16 |
|
|
2024
Q2 | $103M | Sell |
1,127,016
-12,140
| -1% | -$1.04M | 1.51% | 14 |
|
|
2024
Q1 | $96M | Sell |
1,139,156
-6,004
| -0.5% | -$484K | 1.46% | 16 |
|
|
2023
Q4 | $86.8M | Sell |
1,145,160
-14,736
| -1% | -$1.04M | 1.44% | 16 |
|
|
2023
Q3 | $77.1M | Sell |
1,159,896
-16,420
| -1% | -$1.13M | 1.45% | 16 |
|
|
2023
Q2 | $80.9M | Buy |
1,176,316
+21,356
| +2% | +$1.36M | 1.47% | 14 |
|
|
2023
Q1 | $70.5M | Sell |
1,154,960
-15,216
| -1% | -$877K | 2.74% | 9 |
|
|
2022
Q4 | $62.7M | Sell |
1,170,176
-69,056
| -6% | -$3.8M | 2.55% | 11 |
|
|
2022
Q3 | $65.2M | Sell |
1,239,232
-146,744
| -11% | -$8.63M | 3.3% | 6 |
|
|
2022
Q2 | $75.8M | Buy |
1,385,976
+102,996
| +8% | +$6.18M | 3.61% | 5 |
|
|
2022
Q1 | $89M | Sell |
1,282,980
-215,920
| -14% | -$14.7M | 3.94% | 4 |
|
|
2021
Q4 | $115M | Buy |
1,498,900
+136,544
| +10% | +$10.1M | 4.37% | 6 |
|
|
2021
Q3 | $93.3M | Buy |
1,362,356
+132,544
| +11% | +$9.38M | 4.79% | 5 |
|
|
2021
Q2 | $83.5M | Buy |
1,229,812
+46,944
| +4% | +$3.03M | 4.5% | 6 |
|
|
2021
Q1 | $71.9M | Buy |
1,182,868
+268,020
| +29% | +$16.3M | 4.67% | 6 |
|
|
2020
Q4 | $55.2M | Buy |
914,848
+841,740
| +1,151% | +$47.9M | 4.37% | 5 |
|
|
2020
Q3 | $3.96M | Sell |
73,108
-172
| -0.2% | -$9.06K | 0.59% | 24 |
|
|
2020
Q2 | $3.52M | Sell |
73,280
-4,136
| -5% | -$182K | 0.56% | 25 |
|
|
2020
Q1 | $2.92M | Buy |
77,416
+5,008
| +7% | +$216K | 0.61% | 26 |
|
|
2019
Q4 | $3.19M | Sell |
72,408
-3,380
| -4% | -$141K | 0.5% | 23 |
|
|
2019
Q3 | $3.02M | Sell |
75,788
-1,000
| -1% | -$40.1K | 0.5% | 23 |
|
|
2019
Q2 | $3.02M | Sell |
76,788
-1,620
| -2% | -$62.7K | 0.55% | 23 |
|
|
2019
Q1 | $2.97M | Sell |
78,408
-6,216
| -7% | -$223K | 0.56% | 23 |
|
|
2018
Q4 | $2.77M | Sell |
84,624
-5,596
| -6% | -$197K | 0.55% | 26 |
|
|
2018
Q3 | $3.52M | Buy |
90,220
+8,580
| +11% | +$325K | 0.71% | 19 |
|
|
2018
Q2 | $2.94M | Buy |
81,640
+30,804
| +61% | +$1.09M | 0.62% | 20 |
|
|
2018
Q1 | $1.73M | Buy |
50,836
+832
| +2% | +$29.2K | 0.36% | 26 |
|
|
2017
Q4 | $1.68M | Sell |
50,004
-1,504
| -3% | -$49.3K | 0.36% | 26 |
|
|
2017
Q3 | $1.61M | Sell |
51,508
-2,840
| -5% | -$86.9K | 0.36% | 27 |
|
|
2017
Q2 | $1.62M | Buy |
54,348
+6,332
| +13% | +$186K | 0.39% | 25 |
|
|
2017
Q1 | $1.37M | Buy |
48,016
+6,148
| +15% | +$171K | 0.34% | 29 |
|
|
2016
Q4 | $1.1M | Buy |
41,868
+1,848
| +5% | +$48K | 0.37% | 31 |
|
|
2016
Q3 | $1.04M | Buy |
+40,020
| New | +$1.04M | 0.35% | 33 |
|
Other funds holding IWF
