Orgel 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 | $1.36M | Sell |
3,200
-21
| -0.7% | -$8.92K | 0.03% | 46 |
|
|
2025
Q1 | $1.16M | Buy |
3,221
+644
| +25% | +$233K | 0.03% | 44 |
|
|
2024
Q4 | $1.03M | Buy |
2,577
+87
| +3% | +$34.9K | 0.03% | 45 |
|
|
2024
Q3 | $935K | Hold |
2,490
| – | – | 0.02% | 49 |
|
|
2024
Q2 | $908K | Hold |
2,490
| – | – | 0.02% | 45 |
|
|
2024
Q1 | $839K | Buy |
2,490
+300
| +14% | +$101K | 0.02% | 45 |
|
|
2023
Q4 | $664K | Buy |
2,190
+29
| +1% | +$8.79K | 0.02% | 48 |
|
|
2023
Q3 | $575K | Sell |
2,161
-171
| -7% | -$45.5K | 0.02% | 48 |
|
|
2023
Q2 | $642K | Buy |
2,332
+27
| +1% | +$7.43K | 0.02% | 49 |
|
|
2023
Q1 | $563K | Sell |
2,305
-15
| -0.6% | -$3.67K | 0.02% | 51 |
|
|
2022
Q4 | $497K | Buy |
2,320
+15
| +0.7% | +$3.21K | 0.02% | 52 |
|
|
2022
Q3 | $485K | Sell |
2,305
-33
| -1% | -$6.94K | 0.02% | 47 |
|
|
2022
Q2 | $511K | Buy |
2,338
+568
| +32% | +$124K | 0.03% | 40 |
|
|
2022
Q1 | $491K | Sell |
1,770
-20
| -1% | -$5.55K | 0.03% | 39 |
|
|
2021
Q4 | $547K | Hold |
1,790
| – | – | 0.05% | 32 |
|
|
2021
Q3 | $491K | Sell |
1,790
-33
| -2% | -$9.05K | 0.06% | 32 |
|
|
2021
Q2 | $495K | Sell |
1,823
-30
| -2% | -$8.15K | 0.06% | 32 |
|
|
2021
Q1 | $450K | Sell |
1,853
-267
| -13% | -$64.8K | 0.06% | 31 |
|
|
2020
Q4 | $511K | Buy |
2,120
+360
| +20% | +$86.8K | 0.1% | 26 |
|
|
2020
Q3 | $382K | Hold |
1,760
| – | – | 0.11% | 30 |
|
|
2020
Q2 | $338K | Hold |
1,760
| – | – | 0.13% | 32 |
|
|
2020
Q1 | $265K | Sell |
1,760
-119
| -6% | -$17.9K | 0.11% | 30 |
|
|
2019
Q4 | $331K | Sell |
1,879
-120
| -6% | -$21.1K | 0.09% | 34 |
|
|
2019
Q3 | $319K | Sell |
1,999
-3
| -0.1% | -$479 | 0.12% | 34 |
|
|
2019
Q2 | $315K | Buy |
2,002
+7
| +0.4% | +$1.1K | 0.12% | 29 |
|
|
2019
Q1 | $302K | Sell |
1,995
-1,200
| -38% | -$182K | 0.1% | 29 |
|
|
2018
Q4 | $418K | Buy |
3,195
+1,509
| +90% | +$197K | 0.13% | 29 |
|
|
2018
Q3 | $263K | Sell |
1,686
-193
| -10% | -$30.1K | 0.12% | 33 |
|
|
2018
Q2 | $270K | Sell |
1,879
-426
| -18% | -$61.2K | 0.07% | 32 |
|
|
2018
Q1 | $314K | Sell |
2,305
-33
| -1% | -$4.5K | 0.08% | 28 |
|
|
2017
Q4 | $315K | Buy |
+2,338
| New | +$315K | 0.08% | 30 |
|
|
2016
Q2 | – | Sell |
-1,812
| Closed | -$181K | – | 22 |
|
|
2016
Q1 | $181K | Buy |
+1,812
| New | +$181K | 0.11% | 19 |
|