Nikulski Financial’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 | $2.85M | Sell |
6,712
-146
| -2% | -$62K | 0.78% | 40 |
|
2025
Q1 | $2.48M | Sell |
6,858
-346
| -5% | -$125K | 0.75% | 41 |
|
2024
Q4 | $2.89M | Sell |
7,204
-18,351
| -72% | -$7.37M | 0.85% | 38 |
|
2024
Q3 | $9.59M | Sell |
25,555
-281
| -1% | -$105K | 2.87% | 7 |
|
2024
Q2 | $9.42M | Buy |
25,836
+183
| +0.7% | +$66.7K | 3% | 8 |
|
2024
Q1 | $8.65M | Buy |
25,653
+224
| +0.9% | +$75.5K | 2.87% | 9 |
|
2023
Q4 | $7.71M | Buy |
25,429
+309
| +1% | +$93.7K | 2.82% | 8 |
|
2023
Q3 | $6.68M | Buy |
25,120
+108
| +0.4% | +$28.7K | 2.76% | 8 |
|
2023
Q2 | $6.88M | Buy |
25,012
+484
| +2% | +$133K | 2.85% | 6 |
|
2023
Q1 | $5.99M | Sell |
24,528
-273
| -1% | -$66.7K | 2.65% | 7 |
|
2022
Q4 | $5.31M | Sell |
24,801
-2,067
| -8% | -$443K | 2.53% | 9 |
|
2022
Q3 | $5.65M | Buy |
26,868
+376
| +1% | +$79.1K | 2.93% | 6 |
|
2022
Q2 | $5.79M | Buy |
26,492
+138
| +0.5% | +$30.2K | 2.87% | 7 |
|
2022
Q1 | $7.32M | Buy |
26,354
+646
| +3% | +$179K | 3.09% | 7 |
|
2021
Q4 | $7.86M | Buy |
25,708
+1,852
| +8% | +$566K | 3.29% | 5 |
|
2021
Q3 | $6.54M | Buy |
23,856
+897
| +4% | +$246K | 3.02% | 7 |
|
2021
Q2 | $6.39M | Sell |
22,959
-2,529
| -10% | -$704K | 2.98% | 6 |
|
2021
Q1 | $6.2M | Sell |
25,488
-689
| -3% | -$167K | 3.18% | 5 |
|
2020
Q4 | $6.31M | Sell |
26,177
-193
| -0.7% | -$46.5K | 3.46% | 4 |
|
2020
Q3 | $5.72M | Buy |
26,370
+510
| +2% | +$111K | 3.63% | 4 |
|
2020
Q2 | $4.96M | Buy |
25,860
+1,190
| +5% | +$228K | 3.48% | 4 |
|
2020
Q1 | $3.72M | Buy |
24,670
+2,298
| +10% | +$346K | 3.24% | 7 |
|
2019
Q4 | $4.09M | Buy |
22,372
+1,776
| +9% | +$325K | 2.96% | 8 |
|
2019
Q3 | $3.31M | Buy |
20,596
+262
| +1% | +$42.1K | 2.76% | 10 |
|
2019
Q2 | $3.29M | Buy |
20,334
+1,051
| +5% | +$170K | 2.78% | 11 |
|
2019
Q1 | $2.92M | Sell |
19,283
-12,565
| -39% | -$1.9M | 2.84% | 10 |
|
2018
Q4 | $4.17M | Sell |
31,848
-992
| -3% | -$130K | 4.38% | 4 |
|
2018
Q3 | $4.67M | Buy |
32,840
+1,389
| +4% | +$197K | 4.35% | 5 |
|
2018
Q2 | $4.52M | Buy |
31,451
+630
| +2% | +$90.6K | 4.17% | 4 |
|
2018
Q1 | $4.19M | Buy |
30,821
+3,490
| +13% | +$475K | 4.16% | 3 |
|
2017
Q4 | $3.68M | Buy |
+27,331
| New | +$3.68M | 3.97% | 4 |
|