Naviter 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
Q2 | $1.11M | Hold |
2,618
| – | – | 0.14% | 158 |
|
2025
Q1 | $944K | Hold |
2,618
| – | – | 0.11% | 177 |
|
2024
Q4 | $1.05M | Buy |
2,618
+1,309
| +100% | +$526K | 0.13% | 169 |
|
2024
Q3 | $491K | Hold |
1,309
| – | – | 0.07% | 187 |
|
2024
Q2 | $477K | Hold |
1,309
| – | – | 0.07% | 187 |
|
2024
Q1 | $441K | Sell |
1,309
-24
| -2% | -$8.09K | 0.07% | 189 |
|
2023
Q4 | $404K | Buy |
+1,333
| New | +$404K | 0.08% | 179 |
|
2023
Q2 | – | Sell |
-1,115
| Closed | -$272K | – | 236 |
|
2023
Q1 | $272K | Sell |
1,115
-26,169
| -96% | -$6.39M | 0.1% | 168 |
|
2022
Q4 | $6.21M | Buy |
+27,284
| New | +$6.21M | 1.7% | 14 |
|