Prime Capital Investment Advisors’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 | $15.7M | Sell |
37,027
-3,944
| -10% | -$1.67M | 0.21% | 84 |
|
2025
Q1 | $14.8M | Buy |
40,971
+6,404
| +19% | +$2.31M | 0.17% | 109 |
|
2024
Q4 | $13.9M | Sell |
34,567
-177
| -0.5% | -$71.1K | 0.2% | 94 |
|
2024
Q3 | $13M | Buy |
34,744
+1,587
| +5% | +$596K | 0.19% | 94 |
|
2024
Q2 | $12.1M | Sell |
33,157
-1,259
| -4% | -$459K | 0.18% | 100 |
|
2024
Q1 | $11.6M | Buy |
34,416
+16,163
| +89% | +$5.45M | 0.16% | 110 |
|
2023
Q4 | $5.53M | Buy |
18,253
+5,456
| +43% | +$1.65M | 0.08% | 188 |
|
2023
Q3 | $3.4M | Sell |
12,797
-10
| -0.1% | -$2.66K | 0.07% | 195 |
|
2023
Q2 | $3.52M | Buy |
12,807
+4,578
| +56% | +$1.26M | 0.07% | 203 |
|
2023
Q1 | $2.01M | Sell |
8,229
-3,880
| -32% | -$948K | 0.08% | 165 |
|
2022
Q4 | $2.59M | Buy |
12,109
+3,018
| +33% | +$647K | 0.1% | 151 |
|
2022
Q3 | $1.91M | Buy |
9,091
+478
| +6% | +$101K | 0.11% | 120 |
|
2022
Q2 | $1.88M | Buy |
8,613
+2,796
| +48% | +$612K | 0.11% | 132 |
|
2022
Q1 | $1.78M | Hold |
5,817
| – | – | 0.1% | 135 |
|
2021
Q4 | $1.78M | Buy |
5,817
+960
| +20% | +$293K | 0.1% | 136 |
|
2021
Q3 | $1.33M | Sell |
4,857
-1,750
| -26% | -$480K | 0.08% | 161 |
|
2021
Q2 | $1.79M | Buy |
6,607
+2,210
| +50% | +$600K | 0.1% | 153 |
|
2021
Q1 | $1.07M | Sell |
4,397
-2,515
| -36% | -$611K | 0.08% | 157 |
|
2020
Q4 | $1.67M | Sell |
6,912
-151
| -2% | -$36.4K | 0.13% | 133 |
|
2020
Q3 | $1.53M | Sell |
7,063
-351
| -5% | -$76.1K | 0.13% | 128 |
|
2020
Q2 | $1.42M | Buy |
7,414
+179
| +2% | +$34.4K | 0.13% | 123 |
|
2020
Q1 | $1.09M | Buy |
7,235
+1,735
| +32% | +$261K | 0.13% | 110 |
|
2019
Q4 | $968K | Hold |
5,500
| – | – | 0.11% | 134 |
|
2019
Q3 | $878K | Hold |
5,500
| – | – | 0.14% | 126 |
|
2019
Q2 | $865K | Hold |
5,500
| – | – | 0.16% | 120 |
|
2019
Q1 | $832K | Hold |
5,500
| – | – | 0.24% | 85 |
|
2018
Q4 | $720K | Sell |
5,500
-40
| -0.7% | -$5.24K | 0.26% | 77 |
|
2018
Q3 | $864K | Hold |
5,540
| – | – | 0.27% | 78 |
|
2018
Q2 | $797K | Hold |
5,540
| – | – | 0.34% | 68 |
|
2018
Q1 | $754K | Buy |
5,540
+40
| +0.7% | +$5.44K | 0.53% | 45 |
|
2017
Q4 | $741K | Buy |
+5,500
| New | +$741K | 0.57% | 45 |
|