OneDigital Investment Advisors’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 | $17.1M | Buy |
40,193
+3,220
| +9% | +$1.37M | 0.19% | 112 |
|
|
2025
Q1 | $13.4M | Sell |
36,973
-1,139
| -3% | -$411K | 0.16% | 126 |
|
|
2024
Q4 | $15.3M | Buy |
38,112
+2,099
| +6% | +$843K | 0.18% | 110 |
|
|
2024
Q3 | $13.5M | Buy |
36,013
+880
| +3% | +$330K | 0.15% | 121 |
|
|
2024
Q2 | $12.8M | Sell |
35,133
-27,384
| -44% | -$9.98M | 0.16% | 116 |
|
|
2024
Q1 | $21.1M | Buy |
62,517
+26,342
| +73% | +$8.88M | 0.33% | 63 |
|
|
2023
Q4 | $11M | Sell |
36,175
-2,460
| -6% | -$746K | 0.19% | 111 |
|
|
2023
Q3 | $10.3M | Sell |
38,635
-462
| -1% | -$123K | 0.22% | 93 |
|
|
2023
Q2 | $10.8M | Sell |
39,097
-401
| -1% | -$110K | 0.24% | 85 |
|
|
2023
Q1 | $9.65M | Buy |
39,498
+7,087
| +22% | +$1.73M | 0.23% | 85 |
|
|
2022
Q4 | $6.94M | Buy |
32,411
+13,769
| +74% | +$2.95M | 0.2% | 99 |
|
|
2022
Q3 | $3.92M | Sell |
18,642
-148
| -0.8% | -$31.1K | 0.15% | 103 |
|
|
2022
Q2 | $4.11M | Buy |
18,790
+164
| +0.9% | +$35.9K | 0.18% | 84 |
|
|
2022
Q1 | $5.17M | Sell |
18,626
-404
| -2% | -$112K | 0.2% | 74 |
|
|
2021
Q4 | $5.82M | Sell |
19,030
-115
| -0.6% | -$35.1K | 0.21% | 63 |
|
|
2021
Q3 | $5.25M | Buy |
19,145
+234
| +1% | +$64.1K | 0.21% | 69 |
|
|
2021
Q2 | $5.13M | Sell |
18,911
-1,193
| -6% | -$324K | 0.21% | 69 |
|
|
2021
Q1 | $4.89M | Buy |
20,104
+397
| +2% | +$96.5K | 0.23% | 68 |
|
|
2020
Q4 | $4.75M | Sell |
19,707
-1,749
| -8% | -$422K | 0.25% | 64 |
|
|
2020
Q3 | $4.64M | Sell |
21,456
-2,040
| -9% | -$441K | 0.32% | 60 |
|
|
2020
Q2 | $4.61M | Sell |
23,496
-183
| -0.8% | -$35.9K | 0.33% | 67 |
|
|
2020
Q1 | $3.81M | Buy |
23,679
+1,531
| +7% | +$246K | 0.34% | 65 |
|
|
2019
Q4 | $3.9M | Sell |
22,148
-202
| -0.9% | -$35.5K | 0.31% | 71 |
|
|
2019
Q3 | $3.57M | Buy |
22,350
+10,640
| +91% | +$1.7M | 0.32% | 76 |
|
|
2019
Q2 | $1.84M | Sell |
11,710
-4,307
| -27% | -$678K | 0.14% | 97 |
|
|
2019
Q1 | $2.47M | Sell |
16,017
-34
| -0.2% | -$5.25K | 0.36% | 62 |
|
|
2018
Q4 | $2.1M | Buy |
16,051
+76
| +0.5% | +$9.95K | 0.35% | 66 |
|
|
2018
Q3 | $2.49M | Sell |
15,975
-63
| -0.4% | -$9.83K | 0.58% | 29 |
|
|
2018
Q2 | $2.31M | Buy |
16,038
+49
| +0.3% | +$7.05K | 0.48% | 37 |
|
|
2018
Q1 | $2.18M | Sell |
15,989
-9,106
| -36% | -$1.24M | 0.48% | 45 |
|
|
2017
Q4 | $3.38M | Buy |
25,095
+24,899
| +12,704% | +$3.35M | 0.39% | 27 |
|
|
2017
Q3 | $24K | Sell |
196
-11,120
| -98% | -$1.36M | 0.01% | 586 |
|
|
2017
Q2 | $1.35M | Buy |
+11,316
| New | +$1.35M | 0.4% | 48 |
|