Obermeyer Wealth Partners’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 | $2.37M | Buy |
5,573
+2,008
| +56% | +$853K | 0.12% | 67 |
|
|
2025
Q1 | $1.29M | Buy |
3,565
+759
| +27% | +$274K | 0.07% | 85 |
|
|
2024
Q4 | $1.13M | Sell |
2,806
-104
| -4% | -$41.8K | 0.06% | 93 |
|
|
2024
Q3 | $1.09M | Sell |
2,910
-199
| -6% | -$74.7K | 0.06% | 103 |
|
|
2024
Q2 | $1.13M | Hold |
3,109
| – | – | 0.06% | 95 |
|
|
2024
Q1 | $1.05M | Sell |
3,109
-79
| -2% | -$26.6K | 0.06% | 94 |
|
|
2023
Q4 | $967K | Buy |
3,188
+258
| +9% | +$78.2K | 0.07% | 77 |
|
|
2023
Q3 | $779K | Sell |
2,930
-50
| -2% | -$13.3K | 0.06% | 83 |
|
|
2023
Q2 | $820K | Buy |
2,980
+899
| +43% | +$247K | 0.06% | 83 |
|
|
2023
Q1 | $508K | Sell |
2,081
-333
| -14% | -$81.4K | 0.04% | 113 |
|
|
2022
Q4 | $517K | Hold |
2,414
| – | – | 0.04% | 112 |
|
|
2022
Q3 | $508K | Buy |
2,414
+1,117
| +86% | +$235K | 0.04% | 114 |
|
|
2022
Q2 | $284K | Buy |
1,297
+89
| +7% | +$19.5K | 0.02% | 150 |
|
|
2022
Q1 | $335K | Hold |
1,208
| – | – | 0.02% | 158 |
|
|
2021
Q4 | $369K | Hold |
1,208
| – | – | 0.02% | 146 |
|
|
2021
Q3 | $331K | Hold |
1,208
| – | – | 0.02% | 157 |
|
|
2021
Q2 | $328K | Sell |
1,208
-837
| -41% | -$227K | 0.02% | 161 |
|
|
2021
Q1 | $497K | Buy |
2,045
+492
| +32% | +$120K | 0.03% | 129 |
|
|
2020
Q4 | $374K | Buy |
+1,553
| New | +$374K | 0.02% | 102 |
|