Private Wealth Advisors (California)’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 | $935K | Hold |
2,202
| – | – | 0.34% | 53 |
|
|
2025
Q1 | $795K | Hold |
2,202
| – | – | 0.29% | 53 |
|
|
2024
Q4 | $884K | Hold |
2,202
| – | – | 0.35% | 48 |
|
|
2024
Q3 | $815K | Hold |
2,202
| – | – | 0.31% | 49 |
|
|
2024
Q2 | $810K | Hold |
2,202
| – | – | 0.31% | 50 |
|
|
2024
Q1 | $742K | Hold |
2,202
| – | – | 0.3% | 51 |
|
|
2023
Q4 | $668K | Sell |
2,202
-17
| -0.8% | -$5.15K | 0.26% | 46 |
|
|
2023
Q3 | $590K | Hold |
2,219
| – | – | 0.25% | 49 |
|
|
2023
Q2 | $611K | Sell |
2,219
-26
| -1% | -$7.16K | 0.25% | 48 |
|
|
2023
Q1 | $549K | Hold |
2,245
| – | – | 0.23% | 52 |
|
|
2022
Q4 | $481K | Sell |
2,245
-21
| -0.9% | -$4.5K | 0.16% | 55 |
|
|
2022
Q3 | $477K | Hold |
2,266
| – | – | 0.22% | 53 |
|
|
2022
Q2 | $569K | Hold |
2,266
| – | – | 0.21% | 52 |
|
|
2022
Q1 | $629K | Hold |
2,266
| – | – | 0.2% | 56 |
|
|
2021
Q4 | $693K | Hold |
2,266
| – | – | 0.15% | 55 |
|
|
2021
Q3 | $677K | Hold |
2,266
| – | – | 0.16% | 67 |
|
|
2021
Q2 | $615K | Hold |
2,266
| – | – | 0.19% | 63 |
|
|
2021
Q1 | $551K | Hold |
2,266
| – | – | 0.19% | 59 |
|
|
2020
Q4 | $548K | Sell |
2,266
-358
| -14% | -$86.6K | 0.19% | 51 |
|
|
2020
Q3 | $569K | Buy |
2,624
+5
| +0.2% | +$1.08K | 0.29% | 42 |
|
|
2020
Q2 | $503K | Hold |
2,619
| – | – | 0.35% | 33 |
|
|
2020
Q1 | $395K | Hold |
2,619
| – | – | 0.32% | 37 |
|
|
2019
Q4 | $461K | Hold |
2,619
| – | – | 0.27% | 57 |
|
|
2019
Q3 | $418K | Hold |
2,619
| – | – | 0.27% | 44 |
|
|
2019
Q2 | $396K | Hold |
2,619
| – | – | 0.27% | 44 |
|
|
2019
Q1 | $396K | Hold |
2,619
| – | – | 0.27% | 44 |
|
|
2018
Q4 | $343K | Buy |
+2,619
| New | +$343K | 0.28% | 41 |
|