Oak Harvest Investment 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 | $267K | Sell |
629
-58
| -8% | -$24.6K | 0.03% | 140 |
|
|
2025
Q1 | $248K | Hold |
687
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $276K | Hold |
687
| – | – | 0.04% | 136 |
|
|
2024
Q3 | $258K | Buy |
687
+1
| +0.1% | +$375 | 0.04% | 124 |
|
|
2024
Q2 | $250K | Sell |
686
-1
| -0.1% | -$365 | 0.04% | 111 |
|
|
2024
Q1 | $232K | Sell |
687
-50
| -7% | -$16.9K | 0.04% | 114 |
|
|
2023
Q4 | $223K | Buy |
+737
| New | +$223K | 0.04% | 109 |
|
|
2023
Q3 | – | Sell |
-751
| Closed | -$207K | – | 113 |
|
|
2023
Q2 | $207K | Buy |
+751
| New | +$207K | 0.05% | 109 |
|
|
2022
Q1 | – | Sell |
-690
| Closed | -$211K | – | 82 |
|
|
2021
Q4 | $211K | Buy |
+690
| New | +$211K | 0.05% | 83 |
|