Oxford Financial 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 | $3.59M | Sell |
8,455
-65
| -0.8% | -$27.6K | 0.21% | 42 |
|
|
2025
Q1 | $3.08M | Sell |
8,520
-322
| -4% | -$116K | 0.22% | 43 |
|
|
2024
Q4 | $3.55M | Hold |
8,842
| – | – | 0.23% | 40 |
|
|
2024
Q3 | $3.32M | Hold |
8,842
| – | – | 0.21% | 41 |
|
|
2024
Q2 | $3.22M | Hold |
8,842
| – | – | 0.21% | 41 |
|
|
2024
Q1 | $2.98M | Buy |
8,842
+53
| +0.6% | +$17.9K | 0.21% | 41 |
|
|
2023
Q4 | $2.66M | Buy |
8,789
+290
| +3% | +$87.9K | 0.2% | 42 |
|
|
2023
Q3 | $2.26M | Hold |
8,499
| – | – | 0.2% | 44 |
|
|
2023
Q2 | $2.34M | Hold |
8,499
| – | – | 0.22% | 43 |
|
|
2023
Q1 | $2.08M | Hold |
8,499
| – | – | 0.23% | 42 |
|
|
2022
Q4 | $1.82M | Sell |
8,499
-1,294
| -13% | -$277K | 0.21% | 43 |
|
|
2022
Q3 | $2.06M | Sell |
9,793
-1,929
| -16% | -$406K | 0.31% | 33 |
|
|
2022
Q2 | $2.56M | Sell |
11,722
-91
| -0.8% | -$19.9K | 0.38% | 32 |
|
|
2022
Q1 | $3.28M | Hold |
11,813
| – | – | 0.42% | 27 |
|
|
2021
Q4 | $3.61M | Buy |
11,813
+2,154
| +22% | +$658K | 0.41% | 28 |
|
|
2021
Q3 | $2.65M | Buy |
9,659
+219
| +2% | +$60K | 0.34% | 32 |
|
|
2021
Q2 | $2.56M | Hold |
9,440
| – | – | 0.34% | 32 |
|
|
2021
Q1 | $2.29M | Hold |
9,440
| – | – | 0.32% | 32 |
|
|
2020
Q4 | $2.28M | Hold |
9,440
| – | – | 0.33% | 33 |
|
|
2020
Q3 | $2.05M | Buy |
9,440
+1,508
| +19% | +$327K | 0.33% | 33 |
|
|
2020
Q2 | $1.52M | Sell |
7,932
-82
| -1% | -$15.7K | 0.26% | 39 |
|
|
2020
Q1 | $1.21M | Sell |
8,014
-7
| -0.1% | -$1.05K | 0.24% | 43 |
|
|
2019
Q4 | $1.41M | Buy |
8,021
+246
| +3% | +$43.3K | 0.39% | 30 |
|
|
2019
Q3 | $1.24M | Buy |
7,775
+5,744
| +283% | +$917K | 0.39% | 29 |
|
|
2019
Q2 | $320K | Hold |
2,031
| – | – | 0.1% | 43 |
|
|
2019
Q1 | $307K | Buy |
+2,031
| New | +$307K | 0.11% | 43 |
|