Montag & Caldwell’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
Q1 | – | Sell |
-803
| Closed | -$322K | – | 136 |
|
|
2024
Q4 | $322K | Buy |
+803
| New | +$322K | 0.07% | 84 |
|
|
2023
Q1 | – | Sell |
-8,958
| Closed | -$1.92M | – | 88 |
|
|
2022
Q4 | $1.92M | Buy |
8,958
+4,820
| +116% | +$1.03M | 0.28% | 34 |
|
|
2022
Q3 | $871K | Buy |
4,138
+168
| +4% | +$35.4K | 0.13% | 45 |
|
|
2022
Q2 | $868K | Buy |
+3,970
| New | +$868K | 0.13% | 45 |
|
|
2019
Q1 | – | Sell |
-9,250
| Closed | -$1.21M | – | 78 |
|
|
2018
Q4 | $1.21M | Buy |
+9,250
| New | +$1.21M | 0.07% | 35 |
|
|
2017
Q1 | – | Sell |
-15,075
| Closed | -$1.58M | – | 91 |
|
|
2016
Q4 | $1.58M | Buy |
+15,075
| New | +$1.58M | 0.04% | 31 |
|
|
2016
Q1 | – | Sell |
-4,997
| Closed | -$497K | – | 97 |
|
|
2015
Q4 | $497K | Buy |
+4,997
| New | +$497K | 0.01% | 75 |
|