Sand Hill Global 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 | $1.12M | Sell |
2,630
-248
| -9% | -$105K | 0.04% | 117 |
|
|
2025
Q1 | $1.04M | Sell |
2,878
-550
| -16% | -$199K | 0.04% | 112 |
|
|
2024
Q4 | $1.38M | Buy |
3,428
+550
| +19% | +$221K | 0.06% | 105 |
|
|
2024
Q3 | $1.08M | Buy |
2,878
+248
| +9% | +$93.1K | 0.05% | 105 |
|
|
2024
Q2 | $959K | Sell |
2,630
-6
| -0.2% | -$2.19K | 0.04% | 113 |
|
|
2024
Q1 | $888K | Sell |
2,636
-48
| -2% | -$16.2K | 0.04% | 101 |
|
|
2023
Q4 | $814K | Sell |
2,684
-66
| -2% | -$20K | 0.04% | 104 |
|
|
2023
Q3 | $731K | Buy |
2,750
+255
| +10% | +$67.8K | 0.04% | 101 |
|
|
2023
Q2 | $687K | Buy |
2,495
+48
| +2% | +$13.2K | 0.03% | 106 |
|
|
2023
Q1 | $598K | Sell |
2,447
-151
| -6% | -$36.9K | 0.03% | 110 |
|
|
2022
Q4 | $557K | Buy |
2,598
+212
| +9% | +$45.4K | 0.03% | 119 |
|
|
2022
Q3 | $502K | Sell |
2,386
-54
| -2% | -$11.4K | 0.03% | 114 |
|
|
2022
Q2 | $534K | Sell |
2,440
-20
| -0.8% | -$4.38K | 0.03% | 110 |
|
|
2022
Q1 | $683K | Sell |
2,460
-171
| -6% | -$47.5K | 0.04% | 102 |
|
|
2021
Q4 | $804K | Buy |
2,631
+158
| +6% | +$48.3K | 0.05% | 97 |
|
|
2021
Q3 | $678K | Hold |
2,473
| – | – | 0.04% | 103 |
|
|
2021
Q2 | $671K | Sell |
2,473
-58
| -2% | -$15.7K | 0.04% | 101 |
|
|
2021
Q1 | $615K | Sell |
2,531
-304
| -11% | -$73.9K | 0.04% | 95 |
|
|
2020
Q4 | $684K | Sell |
2,835
-147
| -5% | -$35.5K | 0.05% | 95 |
|
|
2020
Q3 | $647K | Sell |
2,982
-154
| -5% | -$33.4K | 0.05% | 91 |
|
|
2020
Q2 | $602K | Sell |
3,136
-81
| -3% | -$15.5K | 0.05% | 91 |
|
|
2020
Q1 | $485K | Sell |
3,217
-19
| -0.6% | -$2.86K | 0.05% | 89 |
|
|
2019
Q4 | $569K | Hold |
3,236
| – | – | 0.05% | 95 |
|
|
2019
Q3 | $517K | Sell |
3,236
-62
| -2% | -$9.91K | 0.05% | 100 |
|
|
2019
Q2 | $519K | Buy |
3,298
+471
| +17% | +$74.1K | 0.05% | 77 |
|
|
2019
Q1 | $428K | Buy |
2,827
+135
| +5% | +$20.4K | 0.04% | 81 |
|
|
2018
Q4 | $352K | Buy |
+2,692
| New | +$352K | 0.04% | 87 |
|
|
2017
Q4 | – | Sell |
-7,769
| Closed | -$972K | – | 115 |
|
|
2017
Q3 | $972K | Sell |
7,769
-189
| -2% | -$23.6K | 0.1% | 64 |
|
|
2017
Q2 | $947K | Sell |
7,958
-2,609
| -25% | -$310K | 0.11% | 67 |
|
|
2017
Q1 | $1.2M | Sell |
10,567
-753,700
| -99% | -$85.8M | 0.16% | 57 |
|
|
2016
Q4 | $80.2M | Buy |
764,267
+6,647
| +0.9% | +$697K | 11.02% | 2 |
|
|
2016
Q3 | $78.9M | Buy |
757,620
+288
| +0% | +$30K | 12.03% | 2 |
|
|
2016
Q2 | $76M | Buy |
757,332
+31,823
| +4% | +$3.19M | 11.96% | 2 |
|
|
2016
Q1 | $72.4M | Buy |
725,509
+23,960
| +3% | +$2.39M | 11% | 2 |
|
|
2015
Q4 | $69.8M | Buy |
701,549
+12,455
| +2% | +$1.24M | 11.21% | 2 |
|
|
2015
Q3 | $64.1M | Buy |
689,094
+9,583
| +1% | +$891K | 10.25% | 2 |
|
|
2015
Q2 | $67.3M | Sell |
679,511
-490
| -0.1% | -$48.5K | 10.94% | 2 |
|
|
2015
Q1 | $67.3M | Buy |
680,001
+21,100
| +3% | +$2.09M | 10.95% | 2 |
|
|
2014
Q4 | $63M | Sell |
658,901
-145,467
| -18% | -$13.9M | 10.8% | 2 |
|
|
2014
Q3 | $73.7M | Buy |
804,368
+143,431
| +22% | +$13.1M | 12.26% | 2 |
|
|
2014
Q2 | $60.1M | Buy |
660,937
+26,070
| +4% | +$2.37M | 11.33% | 3 |
|
|
2014
Q1 | $54.9M | Buy |
634,867
+15,700
| +3% | +$1.36M | 11.12% | 3 |
|
|
2013
Q4 | $53.2M | Sell |
619,167
-246,209
| -28% | -$21.2M | 11.3% | 3 |
|
|
2013
Q3 | $67.7M | Buy |
865,376
+219,325
| +34% | +$17.2M | 11.66% | 3 |
|
|
2013
Q2 | $47M | Buy |
+646,051
| New | +$47M | 12.95% | 2 |
|