Opus Capital Group’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 | $6.04M | Buy |
14,221
+11,264
| +381% | +$4.78M | 0.72% | 27 |
|
|
2025
Q1 | $1.07M | Sell |
2,957
-23
| -0.8% | -$8.31K | 0.14% | 49 |
|
|
2024
Q4 | $1.2M | Hold |
2,980
| – | – | 0.15% | 47 |
|
|
2024
Q3 | $1.12M | Hold |
2,980
| – | – | 0.14% | 49 |
|
|
2024
Q2 | $1.09M | Hold |
2,980
| – | – | 0.15% | 49 |
|
|
2024
Q1 | $1M | Sell |
2,980
-180
| -6% | -$60.6K | 0.15% | 52 |
|
|
2023
Q4 | $958K | Hold |
3,160
| – | – | 0.16% | 50 |
|
|
2023
Q3 | $841K | Sell |
3,160
-140
| -4% | -$37.3K | 0.15% | 50 |
|
|
2023
Q2 | $908K | Sell |
3,300
-272
| -8% | -$74.8K | 0.16% | 49 |
|
|
2023
Q1 | $873K | Hold |
3,572
| – | – | 0.16% | 50 |
|
|
2022
Q4 | $765K | Sell |
3,572
-139
| -4% | -$29.8K | 0.15% | 55 |
|
|
2022
Q3 | $781K | Sell |
3,711
-883
| -19% | -$186K | 0.17% | 42 |
|
|
2022
Q2 | $1.01M | Sell |
4,594
-3,906
| -46% | -$854K | 0.2% | 39 |
|
|
2022
Q1 | $2.36M | Sell |
8,500
-117
| -1% | -$32.5K | 0.46% | 32 |
|
|
2021
Q4 | $2.63M | Buy |
8,617
+415
| +5% | +$127K | 0.54% | 28 |
|
|
2021
Q3 | $2.25M | Sell |
8,202
-817
| -9% | -$224K | 0.51% | 27 |
|
|
2021
Q2 | $2.45M | Buy |
9,019
+97
| +1% | +$26.3K | 0.56% | 26 |
|
|
2021
Q1 | $2.17M | Buy |
8,922
+4,482
| +101% | +$1.09M | 0.52% | 27 |
|
|
2020
Q4 | $1.07M | Sell |
4,440
-440
| -9% | -$106K | 0.27% | 38 |
|
|
2020
Q3 | $1.06M | Hold |
4,880
| – | – | 0.31% | 36 |
|
|
2020
Q2 | $937K | Hold |
4,880
| – | – | 0.29% | 42 |
|
|
2020
Q1 | $735K | Buy |
4,880
+962
| +25% | +$145K | 0.26% | 46 |
|
|
2019
Q4 | $689K | Sell |
3,918
-634
| -14% | -$111K | 0.2% | 60 |
|
|
2019
Q3 | $727K | Hold |
4,552
| – | – | 0.22% | 57 |
|
|
2019
Q2 | $716K | Hold |
4,552
| – | – | 0.21% | 55 |
|
|
2019
Q1 | $689K | Hold |
4,552
| – | – | 0.18% | 120 |
|
|
2018
Q4 | $596K | Hold |
4,552
| – | – | 0.12% | 129 |
|
|
2018
Q3 | $710K | Sell |
4,552
-16,915
| -79% | -$2.64M | 0.16% | 123 |
|
|
2018
Q2 | $3.09M | Sell |
21,467
-262
| -1% | -$37.7K | 0.75% | 15 |
|
|
2018
Q1 | $2.96M | Sell |
21,729
-1,339
| -6% | -$182K | 0.74% | 12 |
|
|
2017
Q4 | $3.11M | Sell |
23,068
-538
| -2% | -$72.5K | 0.68% | 33 |
|
|
2017
Q3 | $2.95M | Sell |
23,606
-1,303
| -5% | -$163K | 0.67% | 57 |
|
|
2017
Q2 | $2.97M | Sell |
24,909
-1,938
| -7% | -$231K | 0.58% | 73 |
|
|
2017
Q1 | $3.06M | Sell |
26,847
-5,544
| -17% | -$631K | 0.41% | 81 |
|
|
2016
Q4 | $3.4M | Sell |
32,391
-859
| -3% | -$90.1K | 0.5% | 72 |
|
|
2016
Q3 | $3.46M | Buy |
33,250
+3,019
| +10% | +$315K | 0.72% | 65 |
|
|
2016
Q2 | $3.03M | Sell |
30,231
-665
| -2% | -$66.7K | 0.67% | 66 |
|
|
2016
Q1 | $3.08M | Buy |
30,896
+142
| +0.5% | +$14.2K | 0.68% | 67 |
|
|
2015
Q4 | $3.06M | Sell |
30,754
-246
| -0.8% | -$24.5K | 0.52% | 83 |
|
|
2015
Q3 | $2.88M | Sell |
31,000
-1,693
| -5% | -$157K | 0.49% | 84 |
|
|
2015
Q2 | $3.24M | Buy |
32,693
+2,081
| +7% | +$206K | 0.51% | 87 |
|
|
2015
Q1 | $3.03M | Buy |
30,612
+7,994
| +35% | +$791K | 0.48% | 85 |
|
|
2014
Q4 | $2.16M | Buy |
22,618
+848
| +4% | +$81.1K | 0.31% | 93 |
|
|
2014
Q3 | $2M | Buy |
21,770
+660
| +3% | +$60.5K | 0.27% | 95 |
|
|
2014
Q2 | $1.92M | Buy |
21,110
+830
| +4% | +$75.5K | 0.13% | 94 |
|
|
2014
Q1 | $1.76M | Buy |
20,280
+11,180
| +123% | +$968K | 0.12% | 92 |
|
|
2013
Q4 | $782K | Buy |
+9,100
| New | +$782K | 0.04% | 122 |
|