Petix & Botte 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 | $2.05M | Sell |
4,838
-14
| -0.3% | -$5.94K | 0.5% | 39 |
|
|
2025
Q1 | $1.75M | Sell |
4,852
-12
| -0.2% | -$4.33K | 0.46% | 42 |
|
|
2024
Q4 | $1.95M | Buy |
4,864
+100
| +2% | +$40.2K | 0.51% | 40 |
|
|
2024
Q3 | $1.79M | Hold |
4,764
| – | – | 0.48% | 34 |
|
|
2024
Q2 | $1.74M | Sell |
4,764
-27,901
| -85% | -$10.2M | 0.49% | 33 |
|
|
2024
Q1 | $11M | Buy |
32,665
+27,901
| +586% | +$9.4M | 2.73% | 10 |
|
|
2023
Q4 | $1.44M | Hold |
4,764
| – | – | 0.43% | 37 |
|
|
2023
Q3 | $1.27M | Buy |
4,764
+20
| +0.4% | +$5.32K | 0.4% | 40 |
|
|
2023
Q2 | $1.31M | Buy |
4,744
+1,038
| +28% | +$286K | 0.41% | 39 |
|
|
2023
Q1 | $905K | Buy |
+3,706
| New | +$905K | 0.61% | 29 |
|
|
2022
Q3 | $792K | Hold |
3,764
| – | – | 0.6% | 31 |
|
|
2022
Q2 | $823K | Sell |
3,764
-3,760
| -50% | -$822K | 0.61% | 31 |
|
|
2022
Q1 | $2.09M | Buy |
7,524
+3,762
| +100% | +$1.04M | 0.64% | 30 |
|
|
2021
Q4 | $1.15M | Sell |
3,762
-3,760
| -50% | -$1.15M | 0.73% | 30 |
|
|
2021
Q3 | $2.06M | Buy |
7,522
+2,445
| +48% | +$671K | 0.7% | 31 |
|
|
2021
Q2 | $1.38M | Sell |
5,077
-159
| -3% | -$43.2K | 0.96% | 28 |
|
|
2021
Q1 | $1.27M | Sell |
5,236
-426
| -8% | -$104K | 0.94% | 27 |
|
|
2020
Q4 | $1.37M | Sell |
5,662
-153
| -3% | -$36.9K | 1.02% | 26 |
|
|
2020
Q3 | $1.26M | Sell |
5,815
-5,915
| -50% | -$1.28M | 1.01% | 27 |
|
|
2020
Q2 | $1.13M | Buy |
11,730
+5,867
| +100% | +$564K | 0.93% | 27 |
|
|
2020
Q1 | $883K | Buy |
5,863
+3
| +0.1% | +$452 | 0.86% | 26 |
|
|
2019
Q4 | $1.03M | Buy |
+5,860
| New | +$1.03M | 0.81% | 30 |
|