MA
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Mutual Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.44M Sell
19,192
-6
-0% -$2.64K 0.21% 96
2025
Q1
$7M Buy
19,198
+105
+0.5% +$38.3K 0.2% 99
2024
Q4
$7.68M Sell
19,093
-208
-1% -$83.6K 0.22% 86
2024
Q3
$7.36M Sell
19,301
-1,415
-7% -$539K 0.22% 87
2024
Q2
$7.33M Buy
20,716
+1,556
+8% +$551K 0.22% 87
2024
Q1
$6.46M Buy
19,160
+410
+2% +$138K 0.21% 97
2023
Q4
$5.68M Sell
18,750
-353
-2% -$107K 0.2% 112
2023
Q3
$5.08M Sell
19,103
-643
-3% -$171K 0.2% 101
2023
Q2
$5.43M Buy
19,746
+1,460
+8% +$402K 0.21% 98
2023
Q1
$4.47M Sell
18,286
-1,654
-8% -$404K 0.18% 114
2022
Q4
$4.27M Buy
19,940
+673
+3% +$144K 0.19% 114
2022
Q3
$4.05M Buy
19,267
+388
+2% +$81.6K 0.21% 99
2022
Q2
$4.13M Sell
18,879
-123
-0.6% -$26.9K 0.27% 83
2022
Q1
$5.28M Buy
19,002
+672
+4% +$187K 0.3% 71
2021
Q4
$5.6M Buy
18,330
+861
+5% +$263K 0.3% 73
2021
Q3
$4.79M Buy
17,469
+544
+3% +$149K 0.28% 77
2021
Q2
$4.6M Buy
16,925
+428
+3% +$116K 0.27% 88
2021
Q1
$4.01M Sell
16,497
-454
-3% -$110K 0.27% 86
2020
Q4
$4.09M Sell
16,951
-51
-0.3% -$12.3K 0.3% 71
2020
Q3
$3.69M Sell
17,002
-369
-2% -$80K 0.32% 69
2020
Q2
$3.33M Sell
17,371
-12,802
-42% -$2.46M 0.33% 66
2020
Q1
$4.55M Buy
30,173
+12,629
+72% +$1.9M 0.62% 30
2019
Q4
$3.09M Buy
17,544
+13,876
+378% +$2.44M 0.33% 68
2019
Q3
$586K Sell
3,668
-735
-17% -$117K 0.08% 282
2019
Q2
$693K Sell
4,403
-14,509
-77% -$2.28M 0.09% 272
2019
Q1
$2.86M Buy
18,912
+15,608
+472% +$2.36M 0.42% 48
2018
Q4
$433K Sell
3,304
-891
-21% -$117K 0.09% 255
2018
Q3
$654K Sell
4,195
-48
-1% -$7.48K 0.1% 239
2018
Q2
$610K Hold
4,243
0.14% 211
2018
Q1
$577K Sell
4,243
-104
-2% -$14.1K 0.15% 218
2017
Q4
$585K Buy
+4,347
New +$585K 0.22% 133