Pacific 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 | $1.35M | Hold |
3,172
| – | – | 1.05% | 22 |
|
2025
Q1 | $1.15M | Buy |
3,172
+1
| +0% | +$361 | 0.92% | 22 |
|
2024
Q4 | $1.27M | Buy |
3,171
+1
| +0% | +$402 | 0.94% | 23 |
|
2024
Q3 | $1.19M | Sell |
3,170
-187
| -6% | -$70.2K | 0.87% | 26 |
|
2024
Q2 | $1.22M | Buy |
3,357
+1
| +0% | +$365 | 0.87% | 26 |
|
2024
Q1 | $1.13M | Buy |
3,356
+1
| +0% | +$337 | 0.78% | 27 |
|
2023
Q4 | $1.02M | Buy |
3,355
+3
| +0.1% | +$910 | 0.76% | 31 |
|
2023
Q3 | $892K | Sell |
3,352
-32
| -0.9% | -$8.51K | 0.58% | 35 |
|
2023
Q2 | $931K | Buy |
3,384
+1
| +0% | +$275 | 0.61% | 30 |
|
2023
Q1 | $826K | Sell |
3,383
-42
| -1% | -$10.3K | 0.62% | 28 |
|
2022
Q4 | $734K | Buy |
3,425
+5
| +0.1% | +$1.07K | 0.55% | 32 |
|
2022
Q3 | $720K | Sell |
3,420
-996
| -23% | -$210K | 0.65% | 28 |
|
2022
Q2 | $966K | Buy |
4,416
+1
| +0% | +$219 | 0.72% | 27 |
|
2022
Q1 | $1.23M | Hold |
4,415
| – | – | 0.8% | 27 |
|
2021
Q4 | $1.3M | Sell |
4,415
-17
| -0.4% | -$5K | 0.85% | 29 |
|
2021
Q3 | $1.21M | Sell |
4,432
-276
| -6% | -$75.6K | 0.87% | 30 |
|
2021
Q2 | $1.28M | Sell |
4,708
-693
| -13% | -$188K | 0.88% | 33 |
|
2021
Q1 | $1.31M | Sell |
5,401
-65
| -1% | -$15.8K | 1.06% | 24 |
|
2020
Q4 | $1.32M | Sell |
5,466
-74
| -1% | -$17.8K | 1.16% | 25 |
|
2020
Q3 | $1.2M | Sell |
5,540
-123
| -2% | -$26.7K | 0.94% | 31 |
|
2020
Q2 | $853K | Hold |
5,663
| – | – | 0.89% | 32 |
|
2020
Q1 | $853K | Sell |
5,663
-682
| -11% | -$103K | 0.88% | 32 |
|
2019
Q4 | $1.12M | Sell |
6,345
-297
| -4% | -$52.2K | 0.11% | 59 |
|
2019
Q3 | $1.05M | Sell |
6,642
-111
| -2% | -$17.5K | 0.11% | 51 |
|
2019
Q2 | $1.02M | Hold |
6,753
| – | – | 0.12% | 48 |
|
2019
Q1 | $1.02M | Buy |
6,753
+467
| +7% | +$70.7K | 0.12% | 48 |
|
2018
Q4 | $823K | Buy |
+6,286
| New | +$823K | 0.13% | 43 |
|
2016
Q2 | $1.17M | Buy |
+11,605
| New | +$1.17M | 2.08% | 12 |
|
2015
Q4 | $1.02M | Buy |
10,286
+377
| +4% | +$37.5K | 1.9% | 13 |
|
2015
Q3 | $922K | Buy |
9,909
+3,296
| +50% | +$307K | 1.21% | 21 |
|
2015
Q2 | $655K | Sell |
6,613
-95
| -1% | -$9.41K | 0.74% | 31 |
|
2015
Q1 | $664K | Buy |
6,708
+65
| +1% | +$6.43K | 0.86% | 33 |
|
2014
Q4 | $635K | Buy |
6,643
+108
| +2% | +$10.3K | 0.19% | 28 |
|
2014
Q3 | $599K | Buy |
6,535
+18
| +0.3% | +$1.65K | 0.61% | 22 |
|
2014
Q2 | $593K | Sell |
6,517
-95
| -1% | -$8.64K | 0.94% | 24 |
|
2014
Q1 | $572K | Buy |
6,612
+63
| +1% | +$5.45K | 0.24% | 26 |
|
2013
Q4 | $563K | Buy |
6,549
+11
| +0.2% | +$946 | 1.08% | 23 |
|
2013
Q3 | $511K | Sell |
6,538
-255
| -4% | -$19.9K | 0.36% | 28 |
|
2013
Q2 | $494K | Buy |
+6,793
| New | +$494K | 1.08% | 22 |
|