Resonant Capital 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 | $1.08M | Sell |
2,553
-5
| -0.2% | -$2.12K | 0.07% | 154 |
|
|
2025
Q1 | $924K | Buy |
2,558
+4
| +0.2% | +$1.44K | 0.06% | 153 |
|
|
2024
Q4 | $1.03M | Sell |
2,554
-83
| -3% | -$33.3K | 0.07% | 149 |
|
|
2024
Q3 | $990K | Buy |
2,637
+83
| +3% | +$31.2K | 0.07% | 155 |
|
|
2024
Q2 | $931K | Buy |
2,554
+128
| +5% | +$46.7K | 0.08% | 147 |
|
|
2024
Q1 | $818K | Buy |
2,426
+89
| +4% | +$30K | 0.07% | 163 |
|
|
2023
Q4 | $709K | Hold |
2,337
| – | – | 0.07% | 159 |
|
|
2023
Q3 | $623K | Sell |
2,337
-93
| -4% | -$24.8K | 0.07% | 158 |
|
|
2023
Q2 | $669K | Hold |
2,430
| – | – | 0.07% | 150 |
|
|
2023
Q1 | $594K | Hold |
2,430
| – | – | 0.07% | 155 |
|
|
2022
Q4 | $521K | Sell |
2,430
-362
| -13% | -$77.6K | 0.06% | 161 |
|
|
2022
Q3 | $587K | Sell |
2,792
-921
| -25% | -$194K | 0.09% | 136 |
|
|
2022
Q2 | $812K | Sell |
3,713
-149
| -4% | -$32.6K | 0.13% | 114 |
|
|
2022
Q1 | $1.08M | Sell |
3,862
-532
| -12% | -$148K | 0.16% | 99 |
|
|
2021
Q4 | $1.34M | Hold |
4,394
| – | – | 0.2% | 88 |
|
|
2021
Q3 | $1.2M | Hold |
4,394
| – | – | 0.21% | 87 |
|
|
2021
Q2 | $1.19M | Buy |
4,394
+149
| +4% | +$40.5K | 0.23% | 82 |
|
|
2021
Q1 | $1.03M | Sell |
4,245
-166
| -4% | -$40.4K | 0.21% | 82 |
|
|
2020
Q4 | $1.06M | Sell |
4,411
-773
| -15% | -$186K | 0.25% | 79 |
|
|
2020
Q3 | $1.12M | Hold |
5,184
| – | – | 0.32% | 70 |
|
|
2020
Q2 | $995K | Sell |
5,184
-355
| -6% | -$68.1K | 0.29% | 72 |
|
|
2020
Q1 | $834K | Sell |
5,539
-181
| -3% | -$27.3K | 0.3% | 92 |
|
|
2019
Q4 | $1.01M | Buy |
+5,720
| New | +$1.01M | 0.32% | 95 |
|