Okabena 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 | $4.97M | Hold |
11,701
| – | – | 1.1% | 21 |
|
|
2025
Q1 | $4.23M | Hold |
11,701
| – | – | 1.06% | 22 |
|
|
2024
Q4 | $4.7M | Hold |
11,701
| – | – | 1.31% | 19 |
|
|
2024
Q3 | $4.39M | Hold |
11,701
| – | – | 1.24% | 21 |
|
|
2024
Q2 | $4.27M | Hold |
11,701
| – | – | 1.35% | 21 |
|
|
2024
Q1 | $3.94M | Hold |
11,701
| – | – | 1.31% | 21 |
|
|
2023
Q4 | $3.55M | Buy |
+11,701
| New | +$3.55M | 1.38% | 20 |
|
|
2023
Q1 | – | Sell |
-1,825
| Closed | -$391K | – | 224 |
|
|
2022
Q4 | $391K | Sell |
1,825
-9,876
| -84% | -$2.12M | 0.26% | 73 |
|
|
2022
Q3 | $2.46M | Hold |
11,701
| – | – | 1.19% | 22 |
|
|
2022
Q2 | $2.56M | Buy |
11,701
+1,825
| +18% | +$399K | 1.32% | 19 |
|
|
2022
Q1 | $2.74M | Hold |
9,876
| – | – | 1.16% | 19 |
|
|
2021
Q4 | $3.02M | Buy |
+9,876
| New | +$3.02M | 1.15% | 17 |
|