OBWP
O'Brien Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
40,574
-986
| -2% | -$419K | 2.7% | 14 |
|
|
2025
Q1 | $15M | Sell |
41,560
-2,046
| -5% | -$739K | 2.79% | 12 |
|
|
2024
Q4 | $17.5M | Sell |
43,606
-1,004
| -2% | -$403K | 3.16% | 12 |
|
|
2024
Q3 | $16.7M | Sell |
44,610
-664
| -1% | -$249K | 3.28% | 12 |
|
|
2024
Q2 | $16.5M | Sell |
45,274
-190
| -0.4% | -$69.3K | 3.71% | 10 |
|
|
2024
Q1 | $15.3M | Sell |
45,464
-545
| -1% | -$184K | 3.54% | 10 |
|
|
2023
Q4 | $13.9M | Sell |
46,009
-2,120
| -4% | -$643K | 3.64% | 9 |
|
|
2023
Q3 | $12.8M | Sell |
48,129
-762
| -2% | -$203K | 3.67% | 8 |
|
|
2023
Q2 | $13.5M | Sell |
48,891
-6
| -0% | -$1.65K | 3.96% | 8 |
|
|
2023
Q1 | $11.9M | Sell |
48,897
-5,881
| -11% | -$1.44M | 3.77% | 8 |
|
|
2022
Q4 | $11.7M | Buy |
54,778
+427
| +0.8% | +$91.5K | 4.66% | 7 |
|
|
2022
Q3 | $11.4M | Buy |
54,351
+1,702
| +3% | +$358K | 4.81% | 7 |
|
|
2022
Q2 | $11.5M | Buy |
52,649
+1,933
| +4% | +$423K | 4.81% | 7 |
|
|
2022
Q1 | $11.7M | Buy |
50,716
+1,010
| +2% | +$232K | 4.63% | 7 |
|
|
2021
Q4 | $13.8M | Sell |
49,706
-1,759
| -3% | -$487K | 4.78% | 7 |
|
|
2021
Q3 | $14.1M | Sell |
51,465
-618
| -1% | -$170K | 4.93% | 7 |
|
|
2021
Q2 | $14.5M | Sell |
52,083
-2,746
| -5% | -$764K | 4.79% | 6 |
|
|
2021
Q1 | $14M | Sell |
54,829
-2,889
| -5% | -$736K | 4.62% | 6 |
|
|
2020
Q4 | $14.1M | Sell |
57,718
-3,616
| -6% | -$883K | 5.09% | 6 |
|
|
2020
Q3 | $13.5M | Sell |
61,334
-3,161
| -5% | -$698K | 5.53% | 5 |
|
|
2020
Q2 | $13M | Sell |
64,495
-2,438
| -4% | -$492K | 5.42% | 6 |
|
|
2020
Q1 | $9.83M | Sell |
66,933
-1,967
| -3% | -$289K | 5.52% | 6 |
|
|
2019
Q4 | $12.3M | Sell |
68,900
-1,007
| -1% | -$179K | 8.77% | 4 |
|
|
2019
Q3 | $11.2M | Sell |
69,907
-13,968
| -17% | -$2.23M | 8.76% | 4 |
|
|
2019
Q2 | $13.5M | Sell |
83,875
-868
| -1% | -$140K | 9.89% | 4 |
|
|
2019
Q1 | $12.8M | Sell |
84,743
-248
| -0.3% | -$37.5K | 9.07% | 4 |
|
|
2018
Q4 | $11.6M | Sell |
84,991
-4,384
| -5% | -$601K | 7.97% | 5 |
|
|
2018
Q3 | $13.9M | Buy |
89,375
+7,075
| +9% | +$1.1M | 9.06% | 4 |
|
|
2018
Q2 | $11.8M | Sell |
82,300
-7,279
| -8% | -$1.05M | 8.83% | 5 |
|
|
2018
Q1 | $12.2M | Sell |
89,579
-6,933
| -7% | -$944K | 8.39% | 5 |
|
|
2017
Q4 | $13M | Sell |
96,512
-1,876
| -2% | -$253K | 8.2% | 5 |
|
|
2017
Q3 | $12.3M | Sell |
98,388
-6,135
| -6% | -$767K | 6.4% | 6 |
|
|
2017
Q2 | $12.4M | Sell |
104,523
-4,083
| -4% | -$486K | 6.57% | 6 |
|
|
2017
Q1 | $12.4M | Sell |
108,606
-5,047
| -4% | -$574K | 6.86% | 6 |
|
|
2016
Q4 | $11.9M | Sell |
113,653
-2,158
| -2% | -$226K | 7.13% | 6 |
|
|
2016
Q3 | $12.1M | Sell |
115,811
-1,868
| -2% | -$195K | 7.88% | 6 |
|
|
2016
Q2 | $11.8M | Sell |
117,679
-4,765
| -4% | -$478K | 8.24% | 6 |
|
|
2016
Q1 | $12.2M | Sell |
122,444
-2,427
| -2% | -$242K | 9.49% | 4 |
|
|
2015
Q4 | $12.4M | Buy |
+124,871
| New | +$12.4M | 12.14% | 3 |
|