Retirement Planning Group (Kansas)’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 | $1.12M | Buy |
2,643
+1,569
| +146% | +$666K | 0.05% | 134 |
|
|
2025
Q1 | $388K | Sell |
1,074
-1,930
| -64% | -$697K | 0.02% | 219 |
|
|
2024
Q4 | $1.21M | Sell |
3,004
-990
| -25% | -$398K | 0.06% | 111 |
|
|
2024
Q3 | $1.5M | Buy |
3,994
+2,315
| +138% | +$869K | 0.08% | 101 |
|
|
2024
Q2 | $612K | Sell |
1,679
-211
| -11% | -$76.9K | 0.04% | 144 |
|
|
2024
Q1 | $637K | Sell |
1,890
-1,030
| -35% | -$347K | 0.05% | 127 |
|
|
2023
Q4 | $885K | Buy |
2,920
+222
| +8% | +$67.3K | 0.08% | 87 |
|
|
2023
Q3 | $718K | Sell |
2,698
-5
| -0.2% | -$1.33K | 0.08% | 75 |
|
|
2023
Q2 | $744K | Buy |
2,703
+259
| +11% | +$71.3K | 0.07% | 78 |
|
|
2023
Q1 | $597K | Sell |
2,444
-7,202
| -75% | -$1.76M | 0.06% | 79 |
|
|
2022
Q4 | $2.07M | Sell |
9,646
-1,164
| -11% | -$249K | 0.24% | 41 |
|
|
2022
Q3 | $2.27M | Buy |
10,810
+3,796
| +54% | +$799K | 0.29% | 32 |
|
|
2022
Q2 | $1.53M | Buy |
7,014
+6,056
| +632% | +$1.32M | 0.19% | 32 |
|
|
2022
Q1 | $266K | Buy |
958
+1
| +0.1% | +$278 | 0.03% | 91 |
|
|
2021
Q4 | $293K | Hold |
957
| – | – | 0.03% | 86 |
|
|
2021
Q3 | $262K | Hold |
957
| – | – | 0.03% | 77 |
|
|
2021
Q2 | $260K | Buy |
957
+27
| +3% | +$7.34K | 0.03% | 74 |
|
|
2021
Q1 | $226K | Hold |
930
| – | – | 0.03% | 58 |
|
|
2020
Q4 | $224K | Hold |
930
| – | – | 0.03% | 58 |
|
|
2020
Q3 | $202K | Buy |
+930
| New | +$202K | 0.03% | 56 |
|
|
2020
Q1 | – | Sell |
-2,427
| Closed | -$427K | – | 62 |
|
|
2019
Q4 | $427K | Buy |
2,427
+391
| +19% | +$68.8K | 0.09% | 47 |
|
|
2019
Q3 | $325K | Hold |
2,036
| – | – | 0.07% | 53 |
|
|
2019
Q2 | $320K | Hold |
2,036
| – | – | 0.07% | 51 |
|
|
2019
Q1 | $308K | Sell |
2,036
-109
| -5% | -$16.5K | 0.07% | 52 |
|
|
2018
Q4 | $281K | Buy |
2,145
+1
| +0% | +$131 | 0.08% | 51 |
|
|
2018
Q3 | $334K | Hold |
2,144
| – | – | 0.09% | 37 |
|
|
2018
Q2 | $308K | Hold |
2,144
| – | – | 0.08% | 41 |
|
|
2018
Q1 | $292K | Sell |
2,144
-21
| -1% | -$2.86K | 0.08% | 40 |
|
|
2017
Q4 | $292K | Sell |
2,165
-306
| -12% | -$41.3K | 0.08% | 41 |
|
|
2017
Q3 | $309K | Sell |
2,471
-44
| -2% | -$5.5K | 0.09% | 39 |
|
|
2017
Q2 | $299K | Buy |
2,515
+85
| +3% | +$10.1K | 0.09% | 40 |
|
|
2017
Q1 | $276K | Buy |
2,430
+221
| +10% | +$25.1K | 0.08% | 43 |
|
|
2016
Q4 | $232K | Sell |
2,209
-346
| -14% | -$36.3K | 0.07% | 47 |
|
|
2016
Q3 | $266K | Sell |
2,555
-43
| -2% | -$4.48K | 0.09% | 43 |
|
|
2016
Q2 | $261K | Buy |
2,598
+22
| +0.9% | +$2.21K | 0.09% | 46 |
|
|
2016
Q1 | $257K | Sell |
2,576
-59
| -2% | -$5.89K | 0.09% | 45 |
|
|
2015
Q4 | $262K | Hold |
2,635
| – | – | 0.1% | 45 |
|
|
2015
Q3 | $245K | Sell |
2,635
-239
| -8% | -$22.2K | 0.11% | 49 |
|
|
2015
Q2 | $285K | Sell |
2,874
-1,344
| -32% | -$133K | 0.12% | 51 |
|
|
2015
Q1 | $417K | Buy |
4,218
+1,934
| +85% | +$191K | 0.17% | 45 |
|
|
2014
Q4 | $218K | Sell |
2,284
-437
| -16% | -$41.7K | 0.07% | 63 |
|
|
2014
Q3 | $249K | Sell |
2,721
-1,550
| -36% | -$142K | 0.08% | 58 |
|
|
2014
Q2 | $388K | Sell |
4,271
-700
| -14% | -$63.6K | 0.12% | 54 |
|
|
2014
Q1 | $430K | Hold |
4,971
| – | – | 0.14% | 53 |
|
|
2013
Q4 | $427K | Sell |
4,971
-499
| -9% | -$42.9K | 0.15% | 52 |
|
|
2013
Q3 | $428K | Buy |
5,470
+132
| +2% | +$10.3K | 0.16% | 53 |
|
|
2013
Q2 | $388K | Buy |
+5,338
| New | +$388K | 0.16% | 56 |
|