Newton One Investments’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 | $462K | Hold |
1,087
| – | – | 0.15% | 27 |
|
|
2025
Q1 | $393K | Sell |
1,087
-25
| -2% | -$9.03K | 0.14% | 26 |
|
|
2024
Q4 | $447K | Buy |
1,112
+311
| +39% | +$125K | 0.17% | 26 |
|
|
2024
Q3 | $301K | Sell |
801
-18
| -2% | -$6.76K | 0.12% | 34 |
|
|
2024
Q2 | $299K | Hold |
819
| – | – | 0.13% | 33 |
|
|
2024
Q1 | $276K | Hold |
819
| – | – | 0.12% | 34 |
|
|
2023
Q4 | $248K | Buy |
819
+2
| +0.2% | +$607 | 0.11% | 36 |
|
|
2023
Q3 | $217K | Sell |
817
-15
| -2% | -$3.99K | 0.13% | 36 |
|
|
2023
Q2 | $229K | Buy |
832
+2
| +0.2% | +$550 | 0.13% | 36 |
|
|
2023
Q1 | $203K | Buy |
830
+1
| +0.1% | +$244 | 0.12% | 37 |
|
|
2022
Q4 | $178K | Hold |
829
| – | – | 0.11% | 39 |
|
|
2022
Q3 | $174K | Hold |
829
| – | – | 0.12% | 34 |
|
|
2022
Q2 | $181K | Hold |
829
| – | – | 0.13% | 34 |
|
|
2022
Q1 | $230K | Hold |
829
| – | – | 0.17% | 31 |
|
|
2021
Q4 | $253K | Buy |
829
+3
| +0.4% | +$916 | 0.18% | 30 |
|
|
2021
Q3 | $226K | Hold |
826
| – | – | 0.17% | 31 |
|
|
2021
Q2 | $224K | Buy |
826
+2
| +0.2% | +$542 | 0.18% | 30 |
|
|
2021
Q1 | $200K | Hold |
824
| – | – | 0.18% | 25 |
|
|
2020
Q4 | $199K | Buy |
+824
| New | +$199K | 0.2% | 23 |
|