OA
Operose Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
2,449
+318
| +15% | +$135K | 0.29% | 47 |
|
|
2025
Q1 | $769K | Buy |
2,131
+1
| +0% | +$361 | 0.25% | 60 |
|
|
2024
Q4 | $856K | Buy |
2,130
+1,027
| +93% | +$413K | 0.29% | 48 |
|
|
2024
Q3 | $414K | Buy |
1,103
+198
| +22% | +$74.3K | 0.13% | 94 |
|
|
2024
Q2 | $330K | Hold |
905
| – | – | 0.12% | 103 |
|
|
2024
Q1 | $305K | Sell |
905
-8
| -0.9% | -$2.7K | 0.1% | 121 |
|
|
2023
Q4 | $277K | Buy |
913
+787
| +625% | +$239K | 0.11% | 90 |
|
|
2023
Q3 | $33.6K | Hold |
126
| – | – | 0.01% | 379 |
|
|
2023
Q2 | $34.8K | Hold |
126
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $30.8K | Hold |
126
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $27K | Buy |
126
+1
| +0.8% | +$214 | 0.01% | 198 |
|
|
2022
Q3 | $26K | Hold |
125
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $27K | Buy |
+125
| New | +$27K | 0.02% | 179 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$31K | – | 330 |
|
|
2021
Q4 | $31K | Buy |
+100
| New | +$31K | 0.03% | 168 |
|