RTD Financial 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 | $42M | Sell |
99,033
-2,916
| -3% | -$1.24M | 5.38% | 3 |
|
|
2025
Q1 | $36.8M | Sell |
101,949
-14,517
| -12% | -$5.24M | 4.95% | 5 |
|
|
2024
Q4 | $46.8M | Sell |
116,466
-5,947
| -5% | -$2.39M | 6% | 3 |
|
|
2024
Q3 | $46M | Sell |
122,413
-10,499
| -8% | -$3.94M | 5.82% | 3 |
|
|
2024
Q2 | $48.4M | Sell |
132,912
-3,712
| -3% | -$1.35M | 6.52% | 3 |
|
|
2024
Q1 | $46M | Sell |
136,624
-2,487
| -2% | -$838K | 6.19% | 4 |
|
|
2023
Q4 | $42.2M | Sell |
139,111
-2,226
| -2% | -$675K | 5.92% | 4 |
|
|
2023
Q3 | $37.6M | Sell |
141,337
-2,963
| -2% | -$788K | 5.74% | 4 |
|
|
2023
Q2 | $39.7M | Buy |
144,300
+616
| +0.4% | +$170K | 5.77% | 4 |
|
|
2023
Q1 | $35.1M | Buy |
143,684
+2,026
| +1% | +$495K | 5.43% | 4 |
|
|
2022
Q4 | $30.3M | Buy |
141,658
+2,260
| +2% | +$484K | 4.95% | 5 |
|
|
2022
Q3 | $29.3M | Sell |
139,398
-1,827
| -1% | -$384K | 5.4% | 4 |
|
|
2022
Q2 | $30.9M | Sell |
141,225
-685
| -0.5% | -$150K | 4.74% | 4 |
|
|
2022
Q1 | $39.4M | Sell |
141,910
-1,925
| -1% | -$534K | 5.32% | 4 |
|
|
2021
Q4 | $44M | Buy |
+143,835
| New | +$44M | 5.76% | 4 |
|