Personal CFO Solutions’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 | $7.43M | Buy |
17,500
+13,946
| +392% | +$5.92M | 1.37% | 10 |
|
|
2025
Q1 | $1.28M | Buy |
+3,554
| New | +$1.28M | 0.26% | 77 |
|
|
2024
Q4 | – | Sell |
-2,266
| Closed | -$851K | – | 544 |
|
|
2024
Q3 | $851K | Sell |
2,266
-1,816
| -44% | -$682K | 0.12% | 179 |
|
|
2024
Q2 | $1.49M | Buy |
4,082
+1,778
| +77% | +$648K | 0.23% | 82 |
|
|
2024
Q1 | $777K | Sell |
2,304
-531
| -19% | -$179K | 0.12% | 169 |
|
|
2023
Q4 | $860K | Buy |
2,835
+471
| +20% | +$143K | 0.15% | 145 |
|
|
2023
Q3 | $629K | Buy |
2,364
+676
| +40% | +$180K | 0.12% | 157 |
|
|
2023
Q2 | $464K | Buy |
1,688
+2
| +0.1% | +$550 | 0.09% | 218 |
|
|
2023
Q1 | $412K | Sell |
1,686
-1,111
| -40% | -$272K | 0.09% | 231 |
|
|
2022
Q4 | $599K | Buy |
2,797
+981
| +54% | +$210K | 0.13% | 162 |
|
|
2022
Q3 | $382K | Sell |
1,816
-3,309
| -65% | -$696K | 0.1% | 203 |
|
|
2022
Q2 | $1.12M | Buy |
5,125
+2,068
| +68% | +$452K | 0.26% | 65 |
|
|
2022
Q1 | $849K | Sell |
3,057
-80
| -3% | -$22.2K | 0.17% | 119 |
|
|
2021
Q4 | $959K | Buy |
3,137
+862
| +38% | +$264K | 0.18% | 116 |
|
|
2021
Q3 | $623K | Buy |
2,275
+2
| +0.1% | +$548 | 0.13% | 156 |
|
|
2021
Q2 | $617K | Buy |
2,273
+282
| +14% | +$76.5K | 0.13% | 158 |
|
|
2021
Q1 | $484K | Sell |
1,991
-71
| -3% | -$17.3K | 0.1% | 182 |
|
|
2020
Q4 | $497K | Buy |
2,062
+72
| +4% | +$17.4K | 0.12% | 162 |
|
|
2020
Q3 | $0 | Hold |
1,990
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $382K | Sell |
1,990
-1,639
| -45% | -$315K | 0.11% | 171 |
|
|
2020
Q1 | $547K | Sell |
3,629
-2,076
| -36% | -$313K | 0.2% | 109 |
|
|
2019
Q4 | $1M | Buy |
5,705
+1,059
| +23% | +$186K | 0.29% | 73 |
|
|
2019
Q3 | $742K | Buy |
+4,646
| New | +$742K | 0.3% | 83 |
|