Sendero 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 | $3.96M | Sell |
9,325
-239
| -2% | -$101K | 0.49% | 42 |
|
2025
Q1 | $3.45M | Buy |
9,564
+41
| +0.4% | +$14.8K | 0.48% | 42 |
|
2024
Q4 | $3.82M | Sell |
9,523
-44
| -0.5% | -$17.7K | 0.57% | 39 |
|
2024
Q3 | $3.59M | Buy |
9,567
+338
| +4% | +$127K | 0.57% | 35 |
|
2024
Q2 | $3.36M | Sell |
9,229
-99
| -1% | -$36.1K | 0.57% | 36 |
|
2024
Q1 | $3.14M | Sell |
9,328
-509
| -5% | -$172K | 0.54% | 37 |
|
2023
Q4 | $2.98M | Buy |
9,837
+33
| +0.3% | +$10K | 0.56% | 36 |
|
2023
Q3 | $2.61M | Buy |
9,804
+377
| +4% | +$100K | 0.56% | 36 |
|
2023
Q2 | $2.59M | Sell |
9,427
-437
| -4% | -$120K | 0.57% | 39 |
|
2023
Q1 | $2.41M | Buy |
9,864
+3,257
| +49% | +$796K | 0.74% | 29 |
|
2022
Q4 | $1.42M | Buy |
6,607
+945
| +17% | +$202K | 0.5% | 42 |
|
2022
Q3 | $1.19M | Sell |
5,662
-1,297
| -19% | -$273K | 0.5% | 33 |
|
2022
Q2 | $1.52M | Buy |
+6,959
| New | +$1.52M | 1.46% | 18 |
|