OIA
Optimum Investment 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 | $433K | Sell |
1,021
-55
| -5% | -$23.4K | 0.19% | 105 |
|
|
2025
Q1 | $389K | Buy |
1,076
+55
| +5% | +$19.9K | 0.18% | 111 |
|
|
2024
Q4 | $410K | Sell |
1,021
-30
| -3% | -$12K | 0.18% | 113 |
|
|
2024
Q3 | $395K | Sell |
1,051
-50
| -5% | -$18.8K | 0.17% | 119 |
|
|
2024
Q2 | $401K | Sell |
1,101
-570
| -34% | -$208K | 0.18% | 118 |
|
|
2024
Q1 | $563K | Sell |
1,671
-100
| -6% | -$33.7K | 0.26% | 85 |
|
|
2023
Q4 | $537K | Sell |
1,771
-380
| -18% | -$115K | 0.27% | 85 |
|
|
2023
Q3 | $572K | Hold |
2,151
| – | – | 0.29% | 83 |
|
|
2023
Q2 | $592K | Sell |
2,151
-70
| -3% | -$19.3K | 0.29% | 84 |
|
|
2023
Q1 | $543K | Sell |
2,221
-850
| -28% | -$208K | 0.28% | 89 |
|
|
2022
Q4 | $658K | Sell |
3,071
-1,874
| -38% | -$401K | 0.36% | 65 |
|
|
2022
Q3 | $1.04M | Sell |
4,945
-300
| -6% | -$63.1K | 0.56% | 41 |
|
|
2022
Q2 | $1.15M | Hold |
5,245
| – | – | 0.57% | 40 |
|
|
2022
Q1 | $1.46M | Sell |
5,245
-345
| -6% | -$95.8K | 0.61% | 35 |
|
|
2021
Q4 | $1.71M | Sell |
5,590
-665
| -11% | -$203K | 0.67% | 31 |
|
|
2021
Q3 | $1.71M | Sell |
6,255
-767
| -11% | -$210K | 0.72% | 29 |
|
|
2021
Q2 | $1.91M | Sell |
7,022
-1,492
| -18% | -$405K | 0.59% | 37 |
|
|
2021
Q1 | $2.07M | Sell |
8,514
-500
| -6% | -$122K | 0.61% | 37 |
|
|
2020
Q4 | $2.17M | Sell |
9,014
-100
| -1% | -$24.1K | 0.66% | 34 |
|
|
2020
Q3 | $1.98M | Sell |
9,114
-209
| -2% | -$45.3K | 0.66% | 33 |
|
|
2020
Q2 | $1.79M | Sell |
9,323
-1,100
| -11% | -$211K | 0.62% | 36 |
|
|
2020
Q1 | $1.57M | Sell |
10,423
-5,472
| -34% | -$824K | 0.64% | 31 |
|
|
2019
Q4 | $2.8M | Sell |
15,895
-1,043
| -6% | -$183K | 0.83% | 21 |
|
|
2019
Q3 | $2.7M | Sell |
16,938
-66
| -0.4% | -$10.5K | 0.85% | 21 |
|
|
2019
Q2 | $2.68M | Sell |
17,004
-352
| -2% | -$55.4K | 0.87% | 21 |
|
|
2019
Q1 | $2.63M | Sell |
17,356
-332
| -2% | -$50.3K | 0.86% | 22 |
|
|
2018
Q4 | $2.32M | Sell |
17,688
-71
| -0.4% | -$9.3K | 0.8% | 28 |
|
|
2018
Q3 | $2.77M | Buy |
17,759
+256
| +1% | +$39.9K | 0.77% | 27 |
|
|
2018
Q2 | $2.52M | Sell |
17,503
-2,180
| -11% | -$313K | 0.73% | 27 |
|
|
2018
Q1 | $2.68M | Sell |
19,683
-1,361
| -6% | -$185K | 0.79% | 26 |
|
|
2017
Q4 | $2.83M | Sell |
21,044
-548
| -3% | -$73.8K | 0.9% | 24 |
|
|
2017
Q3 | $2.7M | Buy |
21,592
+1,049
| +5% | +$131K | 0.9% | 22 |
|
|
2017
Q2 | $2.45M | Sell |
20,543
-145
| -0.7% | -$17.3K | 0.85% | 28 |
|
|
2017
Q1 | $2.35M | Sell |
20,688
-1,310
| -6% | -$149K | 0.83% | 28 |
|
|
2016
Q4 | $2.31M | Buy |
21,998
+2,465
| +13% | +$259K | 0.87% | 27 |
|
|
2016
Q3 | $2.04M | Sell |
19,533
-141
| -0.7% | -$14.7K | 0.76% | 29 |
|
|
2016
Q2 | $1.98M | Hold |
19,674
| – | – | 0.77% | 31 |
|
|
2016
Q1 | $1.96M | Sell |
19,674
-376
| -2% | -$37.5K | 0.77% | 29 |
|
|
2015
Q4 | $2M | Buy |
20,050
+2,393
| +14% | +$238K | 0.77% | 27 |
|
|
2015
Q3 | $1.64M | Buy |
+17,657
| New | +$1.64M | 0.66% | 33 |
|
|
2015
Q1 | $1.66M | Sell |
16,803
-1,300
| -7% | -$129K | 0.53% | 39 |
|
|
2014
Q4 | $1.73M | Buy |
18,103
+1,453
| +9% | +$139K | 0.56% | 35 |
|
|
2014
Q3 | $1.53M | Buy |
16,650
+487
| +3% | +$44.6K | 0.51% | 43 |
|
|
2014
Q2 | $1.47M | Sell |
16,163
-645
| -4% | -$58.7K | 0.48% | 53 |
|
|
2014
Q1 | $1.46M | Sell |
16,808
-2,387
| -12% | -$207K | 0.55% | 42 |
|
|
2013
Q4 | $1.65M | Buy |
19,195
+1,064
| +6% | +$91.5K | 0.62% | 36 |
|
|
2013
Q3 | $1.42M | Buy |
+18,131
| New | +$1.42M | 0.58% | 41 |
|