Nadler Financial Group’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 | $52.5M | Sell |
123,624
-4,660
| -4% | -$1.98M | 5.37% | 8 |
|
|
2025
Q1 | $46.3M | Sell |
128,284
-3,319
| -3% | -$1.2M | 5.13% | 8 |
|
|
2024
Q4 | $52.8M | Sell |
131,603
-135
| -0.1% | -$54.2K | 5.57% | 8 |
|
|
2024
Q3 | $49.5M | Sell |
131,738
-2,165
| -2% | -$813K | 5.45% | 8 |
|
|
2024
Q2 | $48.8M | Sell |
133,903
-1,343
| -1% | -$490K | 5.74% | 7 |
|
|
2024
Q1 | $45.6M | Sell |
135,246
-1,690
| -1% | -$570K | 5.62% | 7 |
|
|
2023
Q4 | $41.5M | Sell |
136,936
-1,484
| -1% | -$450K | 5.59% | 7 |
|
|
2023
Q3 | $36.8M | Sell |
138,420
-1,046
| -0.8% | -$278K | 5.58% | 7 |
|
|
2023
Q2 | $38.4M | Sell |
139,466
-1,835
| -1% | -$505K | 5.61% | 7 |
|
|
2023
Q1 | $34.5M | Sell |
141,301
-2,902
| -2% | -$709K | 5.49% | 8 |
|
|
2022
Q4 | $30.9M | Buy |
144,203
+8,674
| +6% | +$1.86M | 5.39% | 7 |
|
|
2022
Q3 | $28.5M | Sell |
135,529
-1,088
| -0.8% | -$229K | 5.43% | 5 |
|
|
2022
Q2 | $29.9M | Buy |
136,617
+351
| +0.3% | +$76.8K | 5.5% | 5 |
|
|
2022
Q1 | $37.8M | Sell |
136,266
-3,532
| -3% | -$981K | 5.93% | 5 |
|
|
2021
Q4 | $42.7M | Sell |
139,798
-3,076
| -2% | -$940K | 6.31% | 4 |
|
|
2021
Q3 | $39.2M | Sell |
142,874
-3,640
| -2% | -$998K | 6.39% | 4 |
|
|
2021
Q2 | $39.8M | Sell |
146,514
-2,541
| -2% | -$690K | 6.51% | 4 |
|
|
2021
Q1 | $36.2M | Sell |
149,055
-1,642
| -1% | -$399K | 6.47% | 5 |
|
|
2020
Q4 | $36.3M | Sell |
150,697
-1,535
| -1% | -$370K | 6.94% | 4 |
|
|
2020
Q3 | $33M | Sell |
152,232
-1,288
| -0.8% | -$279K | 7.32% | 2 |
|
|
2020
Q2 | $29.5M | Sell |
153,520
-1,716
| -1% | -$329K | 7.36% | 3 |
|
|
2020
Q1 | $23.4M | Sell |
155,236
-3,927
| -2% | -$592K | 7.19% | 5 |
|
|
2019
Q4 | $28M | Sell |
159,163
-1,931
| -1% | -$340K | 6.92% | 5 |
|
|
2019
Q3 | $25.7M | Buy |
161,094
+1,096
| +0.7% | +$175K | 7.16% | 6 |
|
|
2019
Q2 | $25.2M | Buy |
159,998
+395
| +0.2% | +$62.1K | 7.28% | 6 |
|
|
2019
Q1 | $24.2M | Sell |
159,603
-12,313
| -7% | -$1.86M | 7.7% | 4 |
|
|
2018
Q4 | $22.5M | Sell |
171,916
-22,146
| -11% | -$2.9M | 7.38% | 5 |
|
|
2018
Q3 | $30.3M | Sell |
194,062
-15,200
| -7% | -$2.37M | 8.19% | 4 |
|
|
2018
Q2 | $30.1M | Sell |
209,262
-82,955
| -28% | -$11.9M | 8.52% | 4 |
|
|
2018
Q1 | $39.8M | Sell |
292,217
-13,675
| -4% | -$1.86M | 12.25% | 1 |
|
|
2017
Q4 | $41.2M | Sell |
305,892
-8,869
| -3% | -$1.19M | 12.57% | 1 |
|
|
2017
Q3 | $39.4M | Sell |
314,761
-13,735
| -4% | -$1.72M | 12.97% | 1 |
|
|
2017
Q2 | $39.1M | Sell |
328,496
-3,362
| -1% | -$400K | 13.31% | 1 |
|
|
2017
Q1 | $37.8M | Sell |
331,858
-4,109
| -1% | -$468K | 13.17% | 1 |
|
|
2016
Q4 | $35.2M | Sell |
335,967
-2,475
| -0.7% | -$260K | 13.07% | 1 |
|
|
2016
Q3 | $35.3M | Buy |
338,442
+3,736
| +1% | +$389K | 13.89% | 1 |
|
|
2016
Q2 | $33.6M | Sell |
334,706
-1,860
| -0.6% | -$187K | 14.17% | 1 |
|
|
2016
Q1 | $33.6M | Buy |
336,566
+5,950
| +2% | +$594K | 14.69% | 1 |
|
|
2015
Q4 | $32.9M | Buy |
330,616
+1,577
| +0.5% | +$157K | 14.84% | 1 |
|
|
2015
Q3 | $30.6M | Buy |
329,039
+13,486
| +4% | +$1.25M | 15.3% | 1 |
|
|
2015
Q2 | $31.2M | Buy |
315,553
+18,239
| +6% | +$1.81M | 14.76% | 1 |
|
|
2015
Q1 | $29.4M | Buy |
297,314
+12,979
| +5% | +$1.28M | 14.14% | 2 |
|
|
2014
Q4 | $27.2M | Buy |
284,335
+15,477
| +6% | +$1.48M | 14.08% | 2 |
|
|
2014
Q3 | $24.6M | Buy |
268,858
+6,766
| +3% | +$620K | 14.76% | 2 |
|
|
2014
Q2 | $23.8M | Sell |
262,092
-6,523
| -2% | -$593K | 14.98% | 2 |
|
|
2014
Q1 | $23.2M | Sell |
268,615
-8,021
| -3% | -$694K | 15.49% | 2 |
|
|
2013
Q4 | $23.8M | Buy |
276,636
+15,726
| +6% | +$1.35M | 15.39% | 1 |
|
|
2013
Q3 | $20.4M | Buy |
260,910
+1,808
| +0.7% | +$141K | 14.83% | 1 |
|
|
2013
Q2 | $18.8M | Buy |
+259,102
| New | +$18.8M | 13.28% | 1 |
|