REDW Wealth’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
Q1 | – | Sell |
-619
| Closed | -$249K | – | 106 |
|
|
2024
Q4 | $249K | Sell |
619
-736
| -54% | -$296K | 0.09% | 91 |
|
|
2024
Q3 | $509K | Buy |
1,355
+3
| +0.2% | +$1.13K | 0.13% | 87 |
|
|
2024
Q2 | $493K | Hold |
1,352
| – | – | 0.13% | 86 |
|
|
2024
Q1 | $456K | Hold |
1,352
| – | – | 0.12% | 89 |
|
|
2023
Q4 | $410K | Buy |
1,352
+1
| +0.1% | +$303 | 0.12% | 93 |
|
|
2023
Q3 | $359K | Hold |
1,351
| – | – | 0.11% | 95 |
|
|
2023
Q2 | $372K | Hold |
1,351
| – | – | 0.11% | 99 |
|
|
2023
Q1 | $330K | Buy |
1,351
+74
| +6% | +$18.1K | 0.11% | 100 |
|
|
2022
Q4 | $274K | Sell |
1,277
-1,246
| -49% | -$267K | 0.09% | 108 |
|
|
2022
Q3 | $531K | Hold |
2,523
| – | – | 0.2% | 62 |
|
|
2022
Q2 | $552K | Sell |
2,523
-38
| -1% | -$8.31K | 0.2% | 57 |
|
|
2022
Q1 | $711K | Sell |
2,561
-29
| -1% | -$8.05K | 0.21% | 47 |
|
|
2021
Q4 | $791K | Buy |
2,590
+8
| +0.3% | +$2.44K | 0.23% | 42 |
|
|
2021
Q3 | $708K | Hold |
2,582
| – | – | 0.23% | 44 |
|
|
2021
Q2 | $701K | Hold |
2,582
| – | – | 0.22% | 45 |
|
|
2021
Q1 | $628K | Hold |
2,582
| – | – | 0.21% | 49 |
|
|
2020
Q4 | $623K | Hold |
2,582
| – | – | 0.23% | 42 |
|
|
2020
Q3 | $560K | Sell |
2,582
-115
| -4% | -$24.9K | 0.24% | 43 |
|
|
2020
Q2 | $518K | Hold |
2,697
| – | – | 0.26% | 42 |
|
|
2020
Q1 | $406K | Hold |
2,697
| – | – | 0.26% | 42 |
|
|
2019
Q4 | $474K | Hold |
2,697
| – | – | 0.26% | 43 |
|
|
2019
Q3 | $431K | Hold |
2,697
| – | – | 0.25% | 42 |
|
|
2019
Q2 | $424K | Hold |
2,697
| – | – | 0.25% | 47 |
|
|
2019
Q1 | $408K | Buy |
2,697
+232
| +9% | +$35.1K | 0.25% | 41 |
|
|
2018
Q4 | $323K | Buy |
2,465
+116
| +5% | +$15.2K | 0.22% | 47 |
|
|
2018
Q3 | $366K | Hold |
2,349
| – | – | 0.24% | 47 |
|
|
2018
Q2 | $338K | Buy |
2,349
+115
| +5% | +$16.5K | 0.24% | 50 |
|
|
2018
Q1 | $304K | Sell |
2,234
-76
| -3% | -$10.3K | 0.23% | 52 |
|
|
2017
Q4 | $311K | Hold |
2,310
| – | – | 0.24% | 50 |
|
|
2017
Q3 | $289K | Sell |
2,310
-116
| -5% | -$14.5K | 0.24% | 53 |
|
|
2017
Q2 | $289K | Hold |
2,426
| – | – | 0.28% | 48 |
|
|
2017
Q1 | $276K | Sell |
2,426
-190
| -7% | -$21.6K | 0.28% | 53 |
|
|
2016
Q4 | $274K | Buy |
+2,616
| New | +$274K | 0.31% | 49 |
|