Mount Yale Investment Advisors’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 | $2.31M | Buy |
5,452
+770
| +16% | +$327K | 0.18% | 115 |
|
|
2025
Q1 | $1.69M | Sell |
4,682
-509
| -10% | -$184K | 0.14% | 132 |
|
|
2024
Q4 | $2.08M | Buy |
5,191
+619
| +14% | +$249K | 0.17% | 118 |
|
|
2024
Q3 | $1.72M | Sell |
4,572
-10
| -0.2% | -$3.75K | 0.16% | 135 |
|
|
2024
Q2 | $1.67M | Sell |
4,582
-908
| -17% | -$331K | 0.13% | 148 |
|
|
2024
Q1 | $1.85M | Sell |
5,490
-1,042
| -16% | -$351K | 0.14% | 142 |
|
|
2023
Q4 | $1.98M | Buy |
6,532
+2,079
| +47% | +$630K | 0.19% | 124 |
|
|
2023
Q3 | $1.18M | Sell |
4,453
-37
| -0.8% | -$9.84K | 0.13% | 164 |
|
|
2023
Q2 | $1.24M | Buy |
4,490
+304
| +7% | +$83.6K | 0.13% | 161 |
|
|
2023
Q1 | $1.02M | Sell |
4,186
-29,541
| -88% | -$7.22M | 0.11% | 177 |
|
|
2022
Q4 | $7.23M | Buy |
33,727
+29,205
| +646% | +$6.26M | 0.82% | 17 |
|
|
2022
Q3 | $952K | Buy |
4,522
+127
| +3% | +$26.7K | 0.13% | 169 |
|
|
2022
Q2 | $961K | Hold |
4,395
| – | – | 0.12% | 176 |
|
|
2022
Q1 | $1.22M | Buy |
4,395
+193
| +5% | +$53.6K | 0.13% | 170 |
|
|
2021
Q4 | $1.28M | Buy |
4,202
+58
| +1% | +$17.7K | 0.13% | 167 |
|
|
2021
Q3 | $1.14M | Sell |
4,144
-380
| -8% | -$104K | 0.13% | 175 |
|
|
2021
Q2 | $1.23M | Sell |
4,524
-78
| -2% | -$21.2K | 0.15% | 145 |
|
|
2021
Q1 | $1.12M | Hold |
4,602
| – | – | 0.15% | 144 |
|
|
2020
Q4 | $1.11M | Sell |
4,602
-287
| -6% | -$69.2K | 0.16% | 149 |
|
|
2020
Q3 | $1.06M | Hold |
4,889
| – | – | 0.15% | 142 |
|
|
2020
Q2 | $938K | Sell |
4,889
-768
| -14% | -$147K | 0.17% | 135 |
|
|
2020
Q1 | $852K | Hold |
5,657
| – | – | 0.19% | 122 |
|
|
2019
Q4 | $1.02M | Sell |
5,657
-501
| -8% | -$90.2K | 0.18% | 117 |
|
|
2019
Q3 | $1.03M | Sell |
6,158
-2,045
| -25% | -$342K | 0.18% | 115 |
|
|
2019
Q2 | $1.29M | Buy |
8,203
+252
| +3% | +$39.5K | 0.24% | 98 |
|
|
2019
Q1 | $1.2M | Hold |
7,951
| – | – | 0.23% | 103 |
|
|
2018
Q4 | $1.14M | Buy |
7,951
+367
| +5% | +$52.7K | 0.23% | 103 |
|
|
2018
Q3 | $1.12M | Sell |
7,584
-1,507
| -17% | -$222K | 0.2% | 106 |
|
|
2018
Q2 | $1.31M | Sell |
9,091
-292
| -3% | -$42K | 0.25% | 95 |
|
|
2018
Q1 | $1.28M | Buy |
+9,383
| New | +$1.28M | 0.27% | 90 |
|