Opes 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 | $8.18M | Buy |
19,266
+2,450
| +15% | +$1.04M | 1.45% | 25 |
|
|
2025
Q1 | $6.07M | Sell |
16,816
-116
| -0.7% | -$41.9K | 1.23% | 26 |
|
|
2024
Q4 | $6.8M | Buy |
16,932
+205
| +1% | +$82.3K | 1.39% | 22 |
|
|
2024
Q3 | $6.28M | Buy |
16,727
+1
| +0% | +$375 | 1.21% | 25 |
|
|
2024
Q2 | $6.1M | Buy |
16,726
+51
| +0.3% | +$18.6K | 1.27% | 24 |
|
|
2024
Q1 | $5.62M | Buy |
16,675
+1
| +0% | +$337 | 1.3% | 26 |
|
|
2023
Q4 | $5.06M | Sell |
16,674
-2,716
| -14% | -$823K | 1.21% | 26 |
|
|
2023
Q3 | $5.16M | Buy |
19,390
+2,342
| +14% | +$623K | 1.43% | 25 |
|
|
2023
Q2 | $4.69M | Sell |
17,048
-244
| -1% | -$67.1K | 1.33% | 26 |
|
|
2023
Q1 | $4.23M | Sell |
17,292
-144
| -0.8% | -$35.2K | 1.36% | 26 |
|
|
2022
Q4 | $3.74M | Sell |
17,436
-708
| -4% | -$152K | 1.36% | 25 |
|
|
2022
Q3 | $3.82M | Sell |
18,144
-110
| -0.6% | -$23.1K | 1.53% | 23 |
|
|
2022
Q2 | $3.99M | Sell |
18,254
-2,660
| -13% | -$582K | 1.6% | 21 |
|
|
2022
Q1 | $5.81M | Sell |
20,914
-351
| -2% | -$97.4K | 1.89% | 17 |
|
|
2021
Q4 | $6.5M | Sell |
21,265
-665
| -3% | -$203K | 2.02% | 16 |
|
|
2021
Q3 | $6.01M | Sell |
21,930
-200
| -0.9% | -$54.8K | 2.13% | 15 |
|
|
2021
Q2 | $6.01M | Sell |
22,130
-7,818
| -26% | -$2.12M | 2.22% | 14 |
|
|
2021
Q1 | $7.28M | Buy |
29,948
+7,317
| +32% | +$1.78M | 2.84% | 11 |
|
|
2020
Q4 | $5.46M | Sell |
22,631
-12,658
| -36% | -$3.05M | 2.63% | 14 |
|
|
2020
Q3 | $7.65M | Sell |
35,289
-1,779
| -5% | -$386K | 3.66% | 7 |
|
|
2020
Q2 | $7.12M | Buy |
37,068
+8,078
| +28% | +$1.55M | 3.63% | 10 |
|
|
2020
Q1 | $4.37M | Sell |
28,990
-3,207
| -10% | -$483K | 3.29% | 13 |
|
|
2019
Q4 | $5.66M | Sell |
32,197
-487
| -1% | -$85.7K | 3.47% | 9 |
|
|
2019
Q3 | $5.22M | Sell |
32,684
-425
| -1% | -$67.8K | 3.44% | 9 |
|
|
2019
Q2 | $5.21M | Buy |
33,109
+2,257
| +7% | +$355K | 3.56% | 10 |
|
|
2019
Q1 | $4.67M | Buy |
+30,852
| New | +$4.67M | 3.41% | 10 |
|