Realta 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 | $1.33M | Sell |
3,140
-225
| -7% | -$95.5K | 0.53% | 45 |
|
|
2025
Q1 | $1.22M | Buy |
3,365
+677
| +25% | +$244K | 0.55% | 45 |
|
|
2024
Q4 | $1.09M | Buy |
+2,688
| New | +$1.09M | 0.45% | 52 |
|
|
2024
Q3 | – | Sell |
-705
| Closed | -$257K | – | 554 |
|
|
2024
Q2 | $257K | Sell |
705
-268
| -28% | -$97.6K | 0.05% | 336 |
|
|
2024
Q1 | $328K | Sell |
973
-62
| -6% | -$20.9K | 0.07% | 305 |
|
|
2023
Q4 | $314K | Buy |
1,035
+213
| +26% | +$64.6K | 0.07% | 302 |
|
|
2023
Q3 | $226K | Sell |
822
-150
| -15% | -$41.3K | 0.05% | 360 |
|
|
2023
Q2 | $267K | Sell |
972
-16
| -2% | -$4.4K | 0.06% | 330 |
|
|
2023
Q1 | $241K | Sell |
988
-240
| -20% | -$58.6K | 0.06% | 335 |
|
|
2022
Q4 | $263K | Buy |
1,228
+126
| +11% | +$27K | 0.06% | 328 |
|
|
2022
Q3 | $232K | Buy |
1,102
+86
| +8% | +$18.1K | 0.06% | 331 |
|
|
2022
Q2 | $224K | Sell |
1,016
-126
| -11% | -$27.8K | 0.05% | 330 |
|
|
2022
Q1 | $317K | Sell |
1,142
-217
| -16% | -$60.2K | 0.06% | 295 |
|
|
2021
Q4 | $415K | Buy |
1,359
+46
| +4% | +$14K | 0.09% | 246 |
|
|
2021
Q3 | $360K | Buy |
1,313
+1
| +0.1% | +$274 | 0.08% | 263 |
|
|
2021
Q2 | $356K | Buy |
1,312
+170
| +15% | +$46.1K | 0.08% | 259 |
|
|
2021
Q1 | $278K | Hold |
1,142
| – | – | 0.07% | 292 |
|
|
2020
Q4 | $275K | Sell |
1,142
-100
| -8% | -$24.1K | 0.08% | 261 |
|
|
2020
Q3 | $269K | Hold |
1,242
| – | – | 0.09% | 242 |
|
|
2020
Q2 | $238K | Sell |
1,242
-256
| -17% | -$49.1K | 0.08% | 285 |
|
|
2020
Q1 | $226K | Sell |
1,498
-3,793
| -72% | -$572K | 0.1% | 243 |
|
|
2019
Q4 | $906K | Buy |
5,291
+3,533
| +201% | +$605K | 0.25% | 89 |
|
|
2019
Q3 | $280K | Buy |
1,758
+705
| +67% | +$112K | 0.08% | 266 |
|
|
2019
Q2 | $165K | Buy |
1,053
+900
| +588% | +$141K | 0.05% | 374 |
|
|
2019
Q1 | $23K | Buy |
+153
| New | +$23K | 0.01% | 725 |
|