Rehmann Capital Advisory Group’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 | $7.97M | Buy |
18,782
+874
| +5% | +$371K | 0.48% | 39 |
|
|
2025
Q1 | $6.47M | Buy |
17,908
+3,126
| +21% | +$1.13M | 0.41% | 50 |
|
|
2024
Q4 | $5.94M | Buy |
14,782
+342
| +2% | +$137K | 0.38% | 56 |
|
|
2024
Q3 | $5.26M | Buy |
14,440
+369
| +3% | +$134K | 0.34% | 58 |
|
|
2024
Q2 | $5.13M | Sell |
14,071
-287
| -2% | -$105K | 0.37% | 55 |
|
|
2024
Q1 | $4.84M | Sell |
14,358
-4,041
| -22% | -$1.36M | 0.36% | 49 |
|
|
2023
Q4 | $5.58M | Buy |
18,399
+2,155
| +13% | +$653K | 0.46% | 38 |
|
|
2023
Q3 | $4.32M | Buy |
16,244
+44
| +0.3% | +$11.7K | 0.4% | 41 |
|
|
2023
Q2 | $4.46M | Sell |
16,200
-1,630
| -9% | -$449K | 0.4% | 42 |
|
|
2023
Q1 | $4.36M | Sell |
17,830
-9,024
| -34% | -$2.2M | 0.41% | 47 |
|
|
2022
Q4 | $5.75M | Buy |
26,854
+7,807
| +41% | +$1.67M | 0.59% | 34 |
|
|
2022
Q3 | $4.01M | Sell |
19,047
-7,465
| -28% | -$1.57M | 0.44% | 41 |
|
|
2022
Q2 | $5.8M | Sell |
26,512
-3,049
| -10% | -$667K | 0.64% | 32 |
|
|
2022
Q1 | $8.21M | Buy |
29,561
+1,870
| +7% | +$519K | 0.78% | 26 |
|
|
2021
Q4 | $8.46M | Buy |
27,691
+2,439
| +10% | +$745K | 0.79% | 22 |
|
|
2021
Q3 | $6.89M | Sell |
25,252
-318
| -1% | -$86.7K | 0.65% | 27 |
|
|
2021
Q2 | $6.96M | Sell |
25,570
-212
| -0.8% | -$57.7K | 0.67% | 24 |
|
|
2021
Q1 | $6.27M | Sell |
25,782
-1,050
| -4% | -$255K | 0.64% | 28 |
|
|
2020
Q4 | $6.47M | Sell |
26,832
-647
| -2% | -$156K | 0.73% | 23 |
|
|
2020
Q3 | $5.96M | Buy |
27,479
+354
| +1% | +$76.8K | 0.76% | 24 |
|
|
2020
Q2 | $5.21M | Sell |
27,125
-1,414
| -5% | -$271K | 0.71% | 24 |
|
|
2020
Q1 | $4.3M | Buy |
+28,539
| New | +$4.3M | 0.7% | 27 |
|
|
2019
Q3 | – | Sell |
-37,509
| Closed | -$5.9M | – | 1914 |
|
|
2019
Q2 | $5.9M | Buy |
37,509
+6,912
| +23% | +$1.09M | 0.73% | 24 |
|
|
2019
Q1 | $4.63M | Buy |
+30,597
| New | +$4.63M | 0.63% | 30 |
|
|
2018
Q4 | – | Sell |
-30,979
| Closed | -$4.83M | – | 1991 |
|
|
2018
Q3 | $4.83M | Sell |
30,979
-6,979
| -18% | -$1.09M | 0.67% | 28 |
|
|
2018
Q2 | $5.46M | Sell |
37,958
-2,391
| -6% | -$344K | 0.79% | 23 |
|
|
2018
Q1 | $5.49M | Sell |
40,349
-363
| -0.9% | -$49.4K | 0.85% | 20 |
|
|
2017
Q4 | $5.48M | Buy |
40,712
+5,435
| +15% | +$732K | 0.92% | 21 |
|
|
2017
Q3 | $4.41M | Sell |
35,277
-9
| -0% | -$1.13K | 0.8% | 24 |
|
|
2017
Q2 | $4.2M | Sell |
35,286
-572
| -2% | -$68.1K | 0.8% | 25 |
|
|
2017
Q1 | $4.08M | Sell |
35,858
-2,834
| -7% | -$323K | 0.68% | 31 |
|
|
2016
Q4 | $4.06M | Sell |
38,692
-9,181
| -19% | -$963K | 0.74% | 28 |
|
|
2016
Q3 | $4.99M | Sell |
47,873
-1,157
| -2% | -$121K | 0.97% | 23 |
|
|
2016
Q2 | $4.92M | Sell |
49,030
-1,273
| -3% | -$128K | 0.92% | 23 |
|
|
2016
Q1 | $5.02M | Sell |
50,303
-82,967
| -62% | -$8.28M | 0.98% | 22 |
|
|
2015
Q4 | $13.3M | Buy |
133,270
+9,851
| +8% | +$980K | 2.78% | 7 |
|
|
2015
Q3 | $11.5M | Buy |
123,419
+111
| +0.1% | +$10.3K | 2.6% | 7 |
|
|
2015
Q2 | $12.2M | Buy |
123,308
+5,570
| +5% | +$551K | 2.79% | 5 |
|
|
2015
Q1 | $11.6M | Buy |
117,738
+13,724
| +13% | +$1.36M | 2.64% | 5 |
|
|
2014
Q4 | $9.95M | Buy |
104,014
+8,065
| +8% | +$771K | 2.29% | 6 |
|
|
2014
Q3 | $8.79M | Sell |
95,949
-4,322
| -4% | -$396K | 2.08% | 8 |
|
|
2014
Q2 | $9.12M | Buy |
100,271
+13,660
| +16% | +$1.24M | 2.18% | 8 |
|
|
2014
Q1 | $7.5M | Buy |
86,611
+7,747
| +10% | +$670K | 2.03% | 8 |
|
|
2013
Q4 | $6.78M | Sell |
78,864
-1,046
| -1% | -$89.9K | 2.05% | 8 |
|
|
2013
Q3 | $6.25M | Buy |
79,910
+8,472
| +12% | +$663K | 2.02% | 9 |
|
|
2013
Q2 | $5.2M | Buy |
+71,438
| New | +$5.2M | 1.8% | 10 |
|