OCM
Objective Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-663
| Closed | -$266K | – | 110 |
|
2024
Q4 | $266K | Sell |
663
-4,732
| -88% | -$1.9M | 0.18% | 110 |
|
2024
Q3 | $2.03M | Buy |
+5,395
| New | +$2.03M | 1.19% | 22 |
|
2024
Q1 | $1.86M | Sell |
5,529
-232
| -4% | -$78.2K | 1.26% | 23 |
|
2023
Q4 | $1.75M | Hold |
5,761
| – | – | 1.33% | 21 |
|
2023
Q3 | $1.53M | Hold |
5,761
| – | – | 1.36% | 21 |
|
2023
Q2 | $1.59M | Sell |
5,761
-268
| -4% | -$73.7K | 1.39% | 21 |
|
2023
Q1 | $1.47M | Sell |
6,029
-208
| -3% | -$50.8K | 1.35% | 22 |
|
2022
Q4 | $1.34M | Buy |
6,237
+1
| +0% | +$214 | 1.33% | 22 |
|
2022
Q3 | $1.31M | Sell |
6,236
-296
| -5% | -$62.3K | 1.4% | 22 |
|
2022
Q2 | $1.43M | Sell |
6,532
-905
| -12% | -$198K | 1.44% | 22 |
|
2022
Q1 | $2.07M | Sell |
7,437
-2,440
| -25% | -$678K | 1.59% | 20 |
|
2021
Q4 | $3.02M | Buy |
+9,877
| New | +$3.02M | 2.13% | 10 |
|