Patten & Patten’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 | $805K | Sell |
1,895
-16
| -0.8% | -$6.79K | 0.05% | 190 |
|
|
2025
Q1 | $690K | Hold |
1,911
| – | – | 0.05% | 194 |
|
|
2024
Q4 | $767K | Hold |
1,911
| – | – | 0.05% | 189 |
|
|
2024
Q3 | $717K | Hold |
1,911
| – | – | 0.05% | 193 |
|
|
2024
Q2 | $697K | Buy |
1,911
+2
| +0.1% | +$729 | 0.05% | 185 |
|
|
2024
Q1 | $643K | Buy |
1,909
+400
| +27% | +$135K | 0.05% | 198 |
|
|
2023
Q4 | $457K | Hold |
1,509
| – | – | 0.04% | 202 |
|
|
2023
Q3 | $401K | Hold |
1,509
| – | – | 0.04% | 207 |
|
|
2023
Q2 | $415K | Hold |
1,509
| – | – | 0.03% | 207 |
|
|
2023
Q1 | $369K | Buy |
1,509
+86
| +6% | +$21K | 0.03% | 209 |
|
|
2022
Q4 | $305K | Hold |
1,423
| – | – | 0.03% | 226 |
|
|
2022
Q3 | $299K | Hold |
1,423
| – | – | 0.03% | 229 |
|
|
2022
Q2 | $311K | Hold |
1,423
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $395K | Buy |
1,423
+759
| +114% | +$211K | 0.03% | 223 |
|
|
2021
Q4 | $203K | Buy |
+664
| New | +$203K | 0.01% | 271 |
|