Pacific Sun Financial’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 | $433K | Buy |
1,020
+5
| +0.5% | +$2.12K | 0.23% | 126 |
|
|
2025
Q1 | $367K | Buy |
1,015
+62
| +7% | +$22.4K | 0.21% | 134 |
|
|
2024
Q4 | $383K | Hold |
953
| – | – | 0.21% | 130 |
|
|
2024
Q3 | $358K | Buy |
953
+54
| +6% | +$20.3K | 0.2% | 134 |
|
|
2024
Q2 | $328K | Buy |
899
+40
| +5% | +$14.6K | 0.19% | 135 |
|
|
2024
Q1 | $290K | Hold |
859
| – | – | 0.17% | 149 |
|
|
2023
Q4 | $260K | Hold |
859
| – | – | 0.16% | 144 |
|
|
2023
Q3 | $228K | Hold |
859
| – | – | 0.16% | 151 |
|
|
2023
Q2 | $210K | Buy |
+859
| New | +$210K | 0.14% | 167 |
|
|
2022
Q4 | – | Sell |
-969
| Closed | -$204K | – | 177 |
|
|
2022
Q3 | $204K | Hold |
969
| – | – | 0.14% | 167 |
|
|
2022
Q2 | $212K | Hold |
969
| – | – | 0.14% | 170 |
|
|
2022
Q1 | $269K | Sell |
969
-64
| -6% | -$17.8K | 0.15% | 155 |
|
|
2021
Q4 | $316K | Sell |
1,033
-100
| -9% | -$30.6K | 0.17% | 143 |
|
|
2021
Q3 | $310K | Buy |
+1,133
| New | +$310K | 0.18% | 132 |
|
|
2020
Q3 | $246K | Hold |
1,133
| – | – | 0.21% | 130 |
|
|
2020
Q2 | $217K | Buy |
+1,133
| New | +$217K | 0.2% | 133 |
|