Shelton 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
Q1 | – | Sell |
-534
| Closed | -$214K | – | 126 |
|
|
2024
Q4 | $214K | Hold |
534
| – | – | 0.11% | 112 |
|
|
2024
Q3 | $200K | Buy |
+534
| New | +$200K | 0.11% | 107 |
|
|
2024
Q1 | – | Sell |
-711
| Closed | -$216K | – | 116 |
|
|
2023
Q4 | $216K | Buy |
+711
| New | +$216K | 0.15% | 104 |
|
|
2023
Q3 | – | Sell |
-819
| Closed | -$225K | – | 69 |
|
|
2023
Q2 | $225K | Hold |
819
| – | – | 0.17% | 64 |
|
|
2023
Q1 | $200K | Buy |
+819
| New | +$200K | 0.16% | 63 |
|
|
2022
Q2 | – | Sell |
-1,312
| Closed | -$364K | – | 68 |
|
|
2022
Q1 | $364K | Buy |
1,312
+31
| +2% | +$8.6K | 0.29% | 44 |
|
|
2021
Q4 | $391K | Buy |
+1,281
| New | +$391K | 0.31% | 42 |
|