Nvest 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 | $17.1M | Sell |
40,215
-284
| -0.7% | -$121K | 8.89% | 1 |
|
2025
Q1 | $14.6M | Sell |
40,499
-1,094
| -3% | -$395K | 7.83% | 2 |
|
2024
Q4 | $16.7M | Sell |
41,593
-91
| -0.2% | -$36.5K | 8.48% | 1 |
|
2024
Q3 | $15.6M | Sell |
41,684
-663
| -2% | -$249K | 8.93% | 1 |
|
2024
Q2 | $15.4M | Buy |
42,347
+1,649
| +4% | +$601K | 9.49% | 1 |
|
2024
Q1 | $13.7M | Buy |
40,698
+1,475
| +4% | +$497K | 9.14% | 1 |
|
2023
Q4 | $11.9M | Buy |
39,223
+2,565
| +7% | +$778K | 9.35% | 1 |
|
2023
Q3 | $9.75M | Buy |
36,658
+237
| +0.7% | +$63K | 9.11% | 2 |
|
2023
Q2 | $10M | Buy |
36,421
+8,729
| +32% | +$2.4M | 8.78% | 2 |
|
2023
Q1 | $6.77M | Buy |
27,692
+3,264
| +13% | +$797K | 7.05% | 1 |
|
2022
Q4 | $5.23M | Buy |
24,428
+1,146
| +5% | +$246K | 6.55% | 3 |
|
2022
Q3 | $4.9M | Sell |
23,282
-157
| -0.7% | -$33K | 6.92% | 1 |
|
2022
Q2 | $5.13M | Buy |
23,439
+243
| +1% | +$53.1K | 5.38% | 4 |
|
2022
Q1 | $6.44M | Buy |
+23,196
| New | +$6.44M | 5.29% | 4 |
|