Ritholtz Wealth Management’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 | $1.45M | Buy |
3,405
+832
| +32% | +$353K | 0.03% | 373 |
|
2025
Q1 | $929K | Sell |
2,573
-401
| -13% | -$145K | 0.03% | 418 |
|
2024
Q4 | $1.19M | Buy |
2,974
+399
| +15% | +$160K | 0.04% | 322 |
|
2024
Q3 | $967K | Sell |
2,575
-637
| -20% | -$239K | 0.03% | 376 |
|
2024
Q2 | $1.17M | Buy |
3,212
+2,008
| +167% | +$732K | 0.04% | 320 |
|
2024
Q1 | $406K | Hold |
1,204
| – | – | 0.01% | 562 |
|
2023
Q4 | $365K | Buy |
1,204
+419
| +53% | +$127K | 0.01% | 557 |
|
2023
Q3 | $209K | Sell |
785
-204
| -21% | -$54.3K | 0.01% | 639 |
|
2023
Q2 | $272K | Sell |
989
-61
| -6% | -$16.8K | 0.01% | 561 |
|
2023
Q1 | $257K | Buy |
1,050
+45
| +4% | +$11K | 0.01% | 552 |
|
2022
Q4 | $215K | Buy |
1,005
+30
| +3% | +$6.43K | 0.01% | 525 |
|
2022
Q3 | $205K | Hold |
975
| – | – | 0.01% | 650 |
|
2022
Q2 | $213K | Sell |
975
-10
| -1% | -$2.19K | 0.01% | 486 |
|
2022
Q1 | $273K | Buy |
985
+10
| +1% | +$2.77K | 0.02% | 434 |
|
2021
Q4 | $298K | Buy |
+975
| New | +$298K | 0.02% | 410 |
|