Nicolet Advisory Services’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 | $2.38M | Buy |
5,501
+698
| +15% | +$301K | 0.2% | 64 |
|
|
2025
Q1 | $1.65M | Buy |
4,803
+873
| +22% | +$300K | 0.16% | 71 |
|
|
2024
Q4 | $1.56M | Buy |
3,930
+163
| +4% | +$64.9K | 0.14% | 77 |
|
|
2024
Q3 | $1.4M | Buy |
3,767
+1,028
| +38% | +$381K | 0.13% | 82 |
|
|
2024
Q2 | $1.05M | Hold |
2,739
| – | – | 0.1% | 103 |
|
|
2024
Q1 | $918K | Sell |
2,739
-6
| -0.2% | -$2.01K | 0.09% | 108 |
|
|
2023
Q4 | $809K | Sell |
2,745
-1,889
| -41% | -$557K | 0.09% | 114 |
|
|
2023
Q3 | $1.24M | Buy |
4,634
+423
| +10% | +$113K | 0.14% | 80 |
|
|
2023
Q2 | $1.15M | Hold |
4,211
| – | – | 0.13% | 87 |
|
|
2023
Q1 | $1.02M | Sell |
4,211
-22
| -0.5% | -$5.35K | 0.12% | 94 |
|
|
2022
Q4 | $938K | Buy |
4,233
+813
| +24% | +$180K | 0.12% | 83 |
|
|
2022
Q3 | $721K | Sell |
3,420
-115
| -3% | -$24.2K | 0.12% | 74 |
|
|
2022
Q2 | $810K | Hold |
3,535
| – | – | 0.12% | 73 |
|
|
2022
Q1 | $953K | Sell |
3,535
-120
| -3% | -$32.4K | 0.12% | 66 |
|
|
2021
Q4 | $1.12M | Sell |
3,655
-63
| -2% | -$19.3K | 0.14% | 63 |
|
|
2021
Q3 | $1.02M | Hold |
3,718
| – | – | 0.13% | 66 |
|
|
2021
Q2 | $1.01M | Hold |
3,718
| – | – | 0.13% | 65 |
|
|
2021
Q1 | $904K | Sell |
3,718
-855
| -19% | -$208K | 0.13% | 65 |
|
|
2020
Q4 | $1.1M | Buy |
4,573
+118
| +3% | +$28.5K | 0.15% | 59 |
|
|
2020
Q3 | $966K | Sell |
4,455
-10,503
| -70% | -$2.28M | 0.15% | 63 |
|
|
2020
Q2 | $2.87M | Sell |
14,958
-382
| -2% | -$73.3K | 0.44% | 38 |
|
|
2020
Q1 | $2.31M | Buy |
15,340
+10,092
| +192% | +$1.52M | 0.41% | 41 |
|
|
2019
Q4 | $923K | Buy |
5,248
+740
| +16% | +$130K | 0.15% | 66 |
|
|
2019
Q3 | $720K | Buy |
4,508
+793
| +21% | +$127K | 0.11% | 75 |
|
|
2019
Q2 | $585K | Buy |
3,715
+1,420
| +62% | +$224K | 0.09% | 79 |
|
|
2019
Q1 | $347K | Buy |
+2,295
| New | +$347K | 0.06% | 110 |
|