Simplicity Wealth’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 | $12.6M | Buy |
29,785
+7,997
| +37% | +$3.4M | 0.53% | 38 |
|
2025
Q1 | $7.87M | Buy |
21,788
+9,884
| +83% | +$3.57M | 0.61% | 30 |
|
2024
Q4 | $4.78M | Sell |
11,904
-9,171
| -44% | -$3.68M | 1% | 21 |
|
2024
Q3 | $7.91M | Sell |
21,075
-18,001
| -46% | -$6.76M | 0.73% | 28 |
|
2024
Q2 | $14.2M | Sell |
39,076
-7,395
| -16% | -$2.7M | 0.32% | 58 |
|
2024
Q1 | $15.7M | Buy |
46,471
+36,062
| +346% | +$12.2M | 0.37% | 46 |
|
2023
Q4 | $3.16M | Buy |
10,409
+3,000
| +40% | +$909K | 1.22% | 18 |
|
2023
Q3 | $1.97M | Sell |
7,409
-409
| -5% | -$109K | 1.15% | 20 |
|
2023
Q2 | $2.15M | Buy |
7,818
+2,379
| +44% | +$655K | 1.34% | 18 |
|
2023
Q1 | $1.33M | Buy |
5,439
+3,584
| +193% | +$876K | 0.88% | 24 |
|
2022
Q4 | $397K | Buy |
+1,855
| New | +$397K | 0.35% | 39 |
|