Olympus Wealth Management’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 | $10.7M | Buy |
25,223
+4,770
| +23% | +$2.03M | 3.6% | 8 |
|
2025
Q1 | $7.39M | Buy |
20,453
+7,759
| +61% | +$2.8M | 3.24% | 8 |
|
2024
Q4 | $5.1M | Buy |
12,694
+1,501
| +13% | +$603K | 1.86% | 12 |
|
2024
Q3 | $4.2M | Sell |
11,193
-4,094
| -27% | -$1.54M | 1.44% | 12 |
|
2024
Q2 | $5.57M | Buy |
15,287
+4,934
| +48% | +$1.8M | 1.74% | 13 |
|
2024
Q1 | $3.49M | Buy |
10,353
+2,671
| +35% | +$900K | 2.07% | 11 |
|
2023
Q4 | $2.33M | Sell |
7,682
-295
| -4% | -$89.4K | 1.2% | 12 |
|
2023
Q3 | $2.12M | Hold |
7,977
| – | – | 1.21% | 11 |
|
2023
Q2 | $2.2M | Sell |
7,977
-665
| -8% | -$183K | 1.18% | 11 |
|
2023
Q1 | $2.11M | Sell |
8,642
-6,894
| -44% | -$1.68M | 1.16% | 11 |
|
2022
Q4 | $3.33M | Sell |
15,536
-1,505
| -9% | -$322K | 1.67% | 12 |
|
2022
Q3 | $3.59M | Buy |
17,041
+15,313
| +886% | +$3.22M | 1.55% | 11 |
|
2022
Q2 | $378K | Buy |
1,728
+174
| +11% | +$38K | 0.21% | 12 |
|
2022
Q1 | $432K | Sell |
1,554
-1,072
| -41% | -$298K | 0.21% | 14 |
|
2021
Q4 | $803K | Buy |
+2,626
| New | +$803K | 0.56% | 11 |
|