SRC
Shufro Rose & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
864
| – | – | 0.03% | 228 |
|
|
2025
Q1 | $312K | Hold |
864
| – | – | 0.02% | 231 |
|
|
2024
Q4 | $347K | Hold |
864
| – | – | 0.03% | 209 |
|
|
2024
Q3 | $315K | Hold |
864
| – | – | 0.03% | 229 |
|
|
2024
Q2 | $315K | Sell |
864
-75
| -8% | -$27.3K | 0.03% | 229 |
|
|
2024
Q1 | $316K | Sell |
939
-607
| -39% | -$205K | 0.03% | 225 |
|
|
2023
Q4 | $411K | Hold |
1,546
| – | – | 0.04% | 177 |
|
|
2023
Q3 | $411K | Hold |
1,546
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $425K | Sell |
1,546
-137
| -8% | -$37.7K | 0.04% | 182 |
|
|
2023
Q1 | $411K | Sell |
1,683
-300
| -15% | -$73.3K | 0.04% | 190 |
|
|
2022
Q4 | $425K | Sell |
1,983
-598
| -23% | -$128K | 0.04% | 186 |
|
|
2022
Q3 | $543K | Buy |
2,581
+321
| +14% | +$67.5K | 0.05% | 152 |
|
|
2022
Q2 | $494K | Hold |
2,260
| – | – | 0.04% | 169 |
|
|
2022
Q1 | $627K | Sell |
2,260
-176
| -7% | -$48.8K | 0.05% | 158 |
|
|
2021
Q4 | $744K | Hold |
2,436
| – | – | 0.05% | 145 |
|
|
2021
Q3 | $668K | Hold |
2,436
| – | – | 0.05% | 143 |
|
|
2021
Q2 | $661K | Hold |
2,436
| – | – | 0.05% | 143 |
|
|
2021
Q1 | $592K | Sell |
2,436
-525
| -18% | -$128K | 0.05% | 154 |
|
|
2020
Q4 | $714K | Hold |
2,961
| – | – | 0.06% | 133 |
|
|
2020
Q3 | $642K | Sell |
2,961
-26
| -0.9% | -$5.64K | 0.06% | 133 |
|
|
2020
Q2 | $573K | Sell |
2,987
-389
| -12% | -$74.6K | 0.06% | 135 |
|
|
2020
Q1 | $509K | Sell |
3,376
-1,300
| -28% | -$196K | 0.06% | 136 |
|
|
2019
Q4 | $823K | Sell |
4,676
-18
| -0.4% | -$3.17K | 0.07% | 125 |
|
|
2019
Q3 | $749K | Buy |
4,694
+44
| +0.9% | +$7.02K | 0.07% | 127 |
|
|
2019
Q2 | $732K | Sell |
4,650
-475
| -9% | -$74.8K | 0.07% | 133 |
|
|
2019
Q1 | $776K | Hold |
5,125
| – | – | 0.08% | 128 |
|
|
2018
Q4 | $671K | Sell |
5,125
-400
| -7% | -$52.4K | 0.07% | 140 |
|
|
2018
Q3 | $862K | Sell |
5,525
-370
| -6% | -$57.7K | 0.08% | 137 |
|
|
2018
Q2 | $848K | Hold |
5,895
| – | – | 0.08% | 134 |
|
|
2018
Q1 | $802K | Buy |
5,895
+2,191
| +59% | +$298K | 0.08% | 135 |
|
|
2017
Q4 | $499K | Hold |
3,704
| – | – | 0.05% | 160 |
|
|
2017
Q3 | $463K | Buy |
3,704
+1,834
| +98% | +$229K | 0.05% | 170 |
|
|
2017
Q2 | $223K | Buy |
+1,870
| New | +$223K | 0.02% | 239 |
|