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