One Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.8M | Sell |
119,872
-14,244
| -11% | -$1.62M | 1.59% | 17 |
|
|
2025
Q4 | $16.1M | Sell |
134,116
-3,212
| -2% | -$380K | 1.97% | 15 |
|
|
2025
Q3 | $16.1M | Sell |
137,328
-856
| -0.6% | -$95.3K | 2.02% | 16 |
|
|
2025
Q2 | $14.7M | Sell |
138,184
-1,820
| -1% | -$174K | 2.04% | 15 |
|
|
2025
Q1 | $12.6M | Sell |
140,004
-6,944
| -5% | -$685K | 1.89% | 15 |
|
|
2024
Q4 | $14.8M | Buy |
146,948
+9,992
| +7% | +$983K | 2.19% | 14 |
|
|
2024
Q3 | $12.9M | Sell |
136,956
-1,880
| -1% | -$170K | 1.97% | 14 |
|
|
2024
Q2 | $12M | Sell |
138,836
-7,084
| -5% | -$605K | 2.57% | 10 |
|
|
2024
Q1 | $12.3M | Sell |
145,920
-13,256
| -8% | -$1.07M | 2.14% | 11 |
|
|
2023
Q4 | $12.1M | Sell |
159,176
-1,124
| -0.7% | -$79.5K | 2.32% | 12 |
|
|
2023
Q3 | $10.7M | Sell |
160,300
-1,220
| -0.8% | -$84.2K | 2.37% | 11 |
|
|
2023
Q2 | $11.1M | Buy |
161,520
+332
| +0.2% | +$21.1K | 2.34% | 10 |
|
|
2023
Q1 | $9.85M | Sell |
161,188
-76,460
| -32% | -$4.41M | 2.27% | 12 |
|
|
2022
Q4 | $12.7M | Buy |
+237,648
| New | +$13.1M | 2.91% | 4 |
|
|
2022
Q3 | – | Sell |
-232,420
| Closed | -$12.7M | – | 192 |
|
|
2022
Q2 | $12.7M | Sell |
232,420
-98,380
| -30% | -$5.91M | 3.4% | 6 |
|
|
2022
Q1 | $23M | Sell |
330,800
-39,312
| -11% | -$2.68M | 5.62% | 4 |
|
|
2021
Q4 | $28.3M | Sell |
370,112
-32,624
| -8% | -$2.42M | 7.17% | 2 |
|
|
2021
Q3 | $27.6M | Sell |
402,736
-64,312
| -14% | -$4.55M | 8.09% | 1 |
|
|
2021
Q2 | $31.7M | Sell |
467,048
-78,544
| -14% | -$5.06M | 10.04% | 1 |
|
|
2021
Q1 | $33.1M | Sell |
545,592
-31,608
| -5% | -$1.92M | 12.71% | 1 |
|
|
2020
Q4 | $34.8M | Sell |
577,200
-6,780
| -1% | -$386K | 18.9% | 1 |
|
|
2020
Q3 | $31.7M | Buy |
583,980
+25,004
| +4% | +$1.32M | 21.84% | 1 |
|
|
2020
Q2 | $26.8M | Buy |
558,976
+65,656
| +13% | +$2.89M | 21.31% | 1 |
|
|
2020
Q1 | $18.6M | Sell |
493,320
-36,036
| -7% | -$1.55M | 18.41% | 1 |
|
|
2019
Q4 | $23.3M | Buy |
529,356
+2,760
| +0.5% | +$115K | 17.2% | 1 |
|
|
2019
Q3 | $21M | Buy |
526,596
+13,912
| +3% | +$558K | 18.37% | 1 |
|
|
2019
Q2 | $20.2M | Buy |
512,684
+25,652
| +5% | +$993K | 16.68% | 1 |
|
|
2019
Q1 | $18.4M | Sell |
487,032
-32,160
| -6% | -$1.16M | 15.05% | 1 |
|
|
2018
Q4 | $17M | Buy |
519,192
+20,064
| +4% | +$707K | 16.92% | 1 |
|
|
2018
Q3 | $19.5M | Buy |
499,128
+6,072
| +1% | +$230K | 14.94% | 1 |
|
|
2018
Q2 | $17.7M | Buy |
493,056
+17,588
| +4% | +$621K | 14.15% | 1 |
|
|
2018
Q1 | $16.2M | Sell |
475,468
-32,444
| -6% | -$1.14M | 14.27% | 1 |
|
|
2017
Q4 | $17.1M | Buy |
+507,912
| New | +$16.6M | 13.9% | 1 |
|
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