Oldfather Financial 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 | $10.8M | Sell |
25,547
-182
| -0.7% | -$77.3K | 3.73% | 5 |
|
2025
Q1 | $9.29M | Sell |
25,729
-1,193
| -4% | -$431K | 3.53% | 8 |
|
2024
Q4 | $10.8M | Sell |
26,922
-656
| -2% | -$263K | 4.12% | 5 |
|
2024
Q3 | $10.4M | Sell |
27,578
-176
| -0.6% | -$66.1K | 3.98% | 5 |
|
2024
Q2 | $10.1M | Sell |
27,754
-266
| -0.9% | -$97K | 4.15% | 5 |
|
2024
Q1 | $9.44M | Sell |
28,020
-559
| -2% | -$188K | 3.89% | 5 |
|
2023
Q4 | $8.66M | Buy |
28,579
+614
| +2% | +$186K | 3.86% | 5 |
|
2023
Q3 | $7.44M | Sell |
27,965
-492
| -2% | -$131K | 3.77% | 5 |
|
2023
Q2 | $7.83M | Sell |
28,457
-572
| -2% | -$157K | 3.83% | 5 |
|
2023
Q1 | $7.09M | Buy |
29,029
+1,196
| +4% | +$292K | 3.67% | 5 |
|
2022
Q4 | $5.96M | Buy |
27,833
+4,497
| +19% | +$963K | 3.4% | 8 |
|
2022
Q3 | $4.91M | Buy |
23,336
+506
| +2% | +$106K | 3.08% | 8 |
|
2022
Q2 | $5.41M | Buy |
22,830
+493
| +2% | +$117K | 3.08% | 7 |
|
2022
Q1 | $5.69M | Buy |
22,337
+517
| +2% | +$132K | 3.09% | 7 |
|
2021
Q4 | $6M | Buy |
21,820
+850
| +4% | +$234K | 3.15% | 7 |
|
2021
Q3 | $6.37M | Buy |
20,970
+63
| +0.3% | +$19.1K | 3.27% | 7 |
|
2021
Q2 | $5.89M | Buy |
20,907
+143
| +0.7% | +$40.3K | 3.22% | 7 |
|
2021
Q1 | $5.29M | Sell |
20,764
-689
| -3% | -$175K | 3.04% | 7 |
|
2020
Q4 | $5.39M | Sell |
21,453
-114
| -0.5% | -$28.7K | 3.2% | 8 |
|
2020
Q3 | $4.9M | Sell |
21,567
-2,090
| -9% | -$475K | 3.49% | 7 |
|
2020
Q2 | $4.82M | Buy |
23,657
+174
| +0.7% | +$35.4K | 3.74% | 6 |
|
2020
Q1 | $4.1M | Buy |
23,483
+4,324
| +23% | +$755K | 3.89% | 6 |
|
2019
Q4 | $3.5M | Buy |
+19,159
| New | +$3.5M | 3.25% | 6 |
|