Monterey Private Wealth’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 | $671K | Sell |
1,858
-19
| -1% | -$6.86K | 0.2% | 50 |
|
|
2024
Q4 | $754K | Sell |
1,877
-16
| -0.8% | -$6.43K | 0.25% | 47 |
|
|
2024
Q3 | $710K | Sell |
1,893
-1
| -0.1% | -$375 | 0.24% | 49 |
|
|
2024
Q2 | $690K | Sell |
1,894
-16
| -0.8% | -$5.83K | 0.26% | 50 |
|
|
2024
Q1 | $644K | Sell |
1,910
-21
| -1% | -$7.08K | 0.26% | 50 |
|
|
2023
Q4 | $585K | Sell |
1,931
-7
| -0.4% | -$2.12K | 0.26% | 48 |
|
|
2023
Q3 | $515K | Sell |
1,938
-15
| -0.8% | -$3.99K | 0.26% | 49 |
|
|
2023
Q2 | $537K | Sell |
1,953
-9
| -0.5% | -$2.48K | 0.26% | 47 |
|
|
2023
Q1 | $479K | Buy |
1,962
+2
| +0.1% | +$489 | 0.25% | 55 |
|
|
2022
Q4 | $420K | Buy |
1,960
+3
| +0.2% | +$643 | 0.23% | 54 |
|
|
2022
Q3 | $419K | Buy |
1,957
+23
| +1% | +$4.92K | 0.25% | 52 |
|
|
2022
Q2 | $423K | Buy |
1,934
+3
| +0.2% | +$656 | 0.24% | 56 |
|
|
2022
Q1 | $544K | Hold |
1,931
| – | – | 0.26% | 58 |
|
|
2021
Q4 | $590K | Buy |
1,931
+106
| +6% | +$32.4K | 0.29% | 53 |
|
|
2021
Q3 | $501K | Sell |
1,825
-14
| -0.8% | -$3.84K | 0.28% | 52 |
|
|
2021
Q2 | $499K | Buy |
1,839
+1
| +0.1% | +$271 | 0.29% | 52 |
|
|
2021
Q1 | $482K | Buy |
1,838
+1
| +0.1% | +$262 | 0.27% | 48 |
|
|
2020
Q4 | $443K | Buy |
1,837
+1
| +0.1% | +$241 | 0.26% | 48 |
|
|
2020
Q3 | $398K | Buy |
1,836
+1
| +0.1% | +$217 | 0.26% | 51 |
|
|
2020
Q2 | $352K | Buy |
1,835
+3
| +0.2% | +$575 | 0.25% | 49 |
|
|
2020
Q1 | $276K | Hold |
1,832
| – | – | 0.24% | 51 |
|
|
2019
Q4 | $322K | Buy |
+1,832
| New | +$322K | 0.26% | 52 |
|