Seneca 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 | $1.33M | Buy |
3,139
+3
| +0.1% | +$1.27K | 0.51% | 32 |
|
|
2025
Q1 | $1.13M | Buy |
3,136
+3
| +0.1% | +$1.08K | 0.55% | 31 |
|
|
2024
Q4 | $1.26M | Buy |
3,133
+3
| +0.1% | +$1.21K | 0.62% | 28 |
|
|
2024
Q3 | $1.17M | Sell |
3,130
-371
| -11% | -$139K | 0.57% | 30 |
|
|
2024
Q2 | $1.28M | Sell |
3,501
-492
| -12% | -$179K | 0.66% | 27 |
|
|
2024
Q1 | $1.35M | Buy |
3,993
+1
| +0% | +$337 | 0.72% | 27 |
|
|
2023
Q4 | $1.21M | Sell |
3,992
-546
| -12% | -$166K | 0.7% | 27 |
|
|
2023
Q3 | $1.21M | Hold |
4,538
| – | – | 0.83% | 22 |
|
|
2023
Q2 | $1.25M | Sell |
4,538
-444
| -9% | -$122K | 0.83% | 23 |
|
|
2023
Q1 | $1.22M | Sell |
4,982
-670
| -12% | -$164K | 0.78% | 23 |
|
|
2022
Q4 | $1.21M | Sell |
5,652
-508
| -8% | -$109K | 0.77% | 22 |
|
|
2022
Q3 | $1.3M | Buy |
6,160
+846
| +16% | +$178K | 0.93% | 19 |
|
|
2022
Q2 | $1.16M | Buy |
5,314
+1,694
| +47% | +$370K | 0.78% | 24 |
|
|
2022
Q1 | $1M | Sell |
3,620
-93
| -3% | -$25.8K | 0.61% | 25 |
|
|
2021
Q4 | $1.13M | Sell |
3,713
-1,108
| -23% | -$339K | 0.67% | 22 |
|
|
2021
Q3 | $1.32M | Sell |
4,821
-508
| -10% | -$139K | 0.87% | 19 |
|
|
2021
Q2 | $1.45M | Sell |
5,329
-473
| -8% | -$128K | 0.95% | 19 |
|
|
2021
Q1 | $1.41M | Sell |
5,802
-175
| -3% | -$42.5K | 0.99% | 19 |
|
|
2020
Q4 | $1.44M | Buy |
+5,977
| New | +$1.44M | 1.09% | 17 |
|