Planning Alternatives’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 | $1.64M | Hold |
3,855
| – | – | 0.23% | 26 |
|
|
2025
Q1 | $1.39M | Hold |
3,855
| – | – | 0.21% | 26 |
|
|
2024
Q4 | $1.55M | Hold |
3,855
| – | – | 0.24% | 23 |
|
|
2024
Q3 | $1.45M | Hold |
3,855
| – | – | 0.22% | 22 |
|
|
2024
Q2 | $1.41M | Hold |
3,855
| – | – | 0.23% | 23 |
|
|
2024
Q1 | $1.3M | Hold |
3,855
| – | – | 0.21% | 23 |
|
|
2023
Q4 | $1.17M | Hold |
3,855
| – | – | 0.2% | 22 |
|
|
2023
Q3 | $1.03M | Hold |
3,855
| – | – | 0.2% | 24 |
|
|
2023
Q2 | $1.06M | Hold |
3,855
| – | – | 0.2% | 22 |
|
|
2023
Q1 | $942K | Hold |
3,855
| – | – | 0.18% | 25 |
|
|
2022
Q4 | $826K | Buy |
3,855
+180
| +5% | +$38.6K | 0.15% | 29 |
|
|
2022
Q3 | $773K | Hold |
3,675
| – | – | 0.16% | 26 |
|
|
2022
Q2 | $804K | Hold |
3,675
| – | – | 0.15% | 27 |
|
|
2022
Q1 | $1.02M | Sell |
3,675
-659
| -15% | -$183K | 0.16% | 26 |
|
|
2021
Q4 | $1.32M | Hold |
4,334
| – | – | 0.2% | 22 |
|
|
2021
Q3 | $1.19M | Sell |
4,334
-56
| -1% | -$15.4K | 0.2% | 21 |
|
|
2021
Q2 | $1.19M | Sell |
4,390
-523
| -11% | -$142K | 0.19% | 24 |
|
|
2021
Q1 | $1.19M | Hold |
4,913
| – | – | 0.2% | 25 |
|
|
2020
Q4 | $1.19M | Hold |
4,913
| – | – | 0.21% | 26 |
|
|
2020
Q3 | $1.07M | Hold |
4,913
| – | – | 0.2% | 28 |
|
|
2020
Q2 | $943K | Hold |
4,913
| – | – | 0.19% | 30 |
|
|
2020
Q1 | $740K | Hold |
4,913
| – | – | 0.17% | 31 |
|
|
2019
Q4 | $864K | Sell |
4,913
-57
| -1% | -$10K | 0.15% | 32 |
|
|
2019
Q3 | $793K | Hold |
4,970
| – | – | 0.15% | 34 |
|
|
2019
Q2 | $782K | Sell |
4,970
-43
| -0.9% | -$6.77K | 0.14% | 34 |
|
|
2019
Q1 | $759K | Sell |
5,013
-88
| -2% | -$13.3K | 0.14% | 36 |
|
|
2018
Q4 | $668K | Hold |
5,101
| – | – | 0.14% | 34 |
|
|
2018
Q3 | $796K | Sell |
5,101
-320
| -6% | -$49.9K | 0.14% | 32 |
|
|
2018
Q2 | $780K | Buy |
+5,421
| New | +$780K | 0.14% | 32 |
|
|
2018
Q1 | – | Sell |
-5,497
| Closed | -$740K | – | 48 |
|
|
2017
Q4 | $740K | Hold |
5,497
| – | – | 0.13% | 33 |
|
|
2017
Q3 | $687K | Hold |
5,497
| – | – | 0.13% | 35 |
|
|
2017
Q2 | $654K | Hold |
5,497
| – | – | 0.12% | 35 |
|
|
2017
Q1 | $626K | Buy |
+5,497
| New | +$626K | 0.12% | 35 |
|
|
2016
Q2 | – | Sell |
-2,077
| Closed | -$207K | – | 54 |
|
|
2016
Q1 | $207K | Buy |
+2,077
| New | +$207K | 0.05% | 46 |
|