Poehling Capital Management’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 | $693K | Hold |
1,632
| – | – | 0.16% | 84 |
|
|
2025
Q1 | $589K | Hold |
1,632
| – | – | 0.15% | 89 |
|
|
2024
Q4 | $655K | Hold |
1,632
| – | – | 0.16% | 88 |
|
|
2024
Q3 | $613K | Hold |
1,632
| – | – | 0.16% | 86 |
|
|
2024
Q2 | $595K | Hold |
1,632
| – | – | 0.16% | 86 |
|
|
2024
Q1 | $550K | Buy |
1,632
+242
| +17% | +$81.6K | 0.15% | 87 |
|
|
2023
Q4 | $421K | Hold |
1,390
| – | – | 0.13% | 91 |
|
|
2023
Q3 | $370K | Hold |
1,390
| – | – | 0.13% | 95 |
|
|
2023
Q2 | $383K | Hold |
1,390
| – | – | 0.13% | 94 |
|
|
2023
Q1 | $340K | Hold |
1,390
| – | – | 0.11% | 94 |
|
|
2022
Q4 | $298K | Hold |
1,390
| – | – | 0.11% | 95 |
|
|
2022
Q3 | $292K | Hold |
1,390
| – | – | 0.12% | 86 |
|
|
2022
Q2 | $304K | Sell |
1,390
-1,945
| -58% | -$425K | 0.11% | 92 |
|
|
2022
Q1 | $926K | Buy |
3,335
+1,945
| +140% | +$540K | 0.29% | 75 |
|
|
2021
Q4 | $425K | Hold |
1,390
| – | – | 0.14% | 95 |
|
|
2021
Q3 | $381K | Hold |
1,390
| – | – | 0.13% | 94 |
|
|
2021
Q2 | $377K | Hold |
1,390
| – | – | 0.12% | 107 |
|
|
2021
Q1 | $338K | Buy |
+1,390
| New | +$338K | 0.12% | 114 |
|