NewEdge 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 | $51.4M | Buy |
116,135
+1,897
| +2% | +$839K | 0.8% | 22 |
|
|
2025
Q1 | $41.3M | Sell |
114,238
-9,786
| -8% | -$3.53M | 0.75% | 28 |
|
|
2024
Q4 | $49.8M | Buy |
124,024
+8,483
| +7% | +$3.41M | 0.86% | 22 |
|
|
2024
Q3 | $43.4M | Sell |
115,541
-3,375
| -3% | -$1.27M | 0.78% | 29 |
|
|
2024
Q2 | $43.3M | Sell |
118,916
-1,139
| -0.9% | -$415K | 0.94% | 18 |
|
|
2024
Q1 | $39.1M | Sell |
120,055
-12,738
| -10% | -$4.15M | 0.88% | 23 |
|
|
2023
Q4 | $40.3M | Buy |
132,793
+1,067
| +0.8% | +$323K | 1.03% | 18 |
|
|
2023
Q3 | $35M | Sell |
131,726
-627
| -0.5% | -$167K | 1.11% | 14 |
|
|
2023
Q2 | $36.4M | Sell |
132,353
-2,228
| -2% | -$613K | 1.22% | 10 |
|
|
2023
Q1 | $32.9M | Sell |
134,581
-18,356
| -12% | -$4.48M | 1.25% | 11 |
|
|
2022
Q4 | $32.8M | Buy |
152,937
+5,188
| +4% | +$1.11M | 1.41% | 12 |
|
|
2022
Q3 | $31.1M | Sell |
147,749
-2,154
| -1% | -$453K | 1.47% | 12 |
|
|
2022
Q2 | $32.8M | Sell |
149,903
-2,887
| -2% | -$631K | 1.49% | 13 |
|
|
2022
Q1 | $42.4M | Sell |
152,790
-56,055
| -27% | -$15.6M | 1.88% | 12 |
|
|
2021
Q4 | $63.8M | Buy |
208,845
+60,928
| +41% | +$18.6M | 2.67% | 8 |
|
|
2021
Q3 | $40.5M | Sell |
147,917
-2,653
| -2% | -$727K | 2.41% | 7 |
|
|
2021
Q2 | $40.9M | Buy |
150,570
+5,047
| +3% | +$1.37M | 3.12% | 2 |
|
|
2021
Q1 | $35.4M | Buy |
145,523
+64,684
| +80% | +$15.7M | 3.52% | 3 |
|
|
2020
Q4 | $19.5M | Buy |
+80,839
| New | +$19.5M | 6% | 1 |
|