Smith Salley 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 | $1.18M | Sell |
2,788
-144
| -5% | -$61.1K | 0.07% | 136 |
|
|
2025
Q1 | $1.06M | Sell |
2,932
-324
| -10% | -$117K | 0.07% | 138 |
|
|
2024
Q4 | $1.31M | Buy |
3,256
+407
| +14% | +$163K | 0.08% | 127 |
|
|
2024
Q3 | $1.07M | Sell |
2,849
-76
| -3% | -$28.5K | 0.07% | 139 |
|
|
2024
Q2 | $1.07M | Buy |
2,925
+52
| +2% | +$19K | 0.08% | 132 |
|
|
2024
Q1 | $968K | Sell |
2,873
-192
| -6% | -$64.7K | 0.08% | 131 |
|
|
2023
Q4 | $929K | Buy |
3,065
+465
| +18% | +$141K | 0.06% | 146 |
|
|
2023
Q3 | $692K | Buy |
2,600
+372
| +17% | +$99K | 0.05% | 150 |
|
|
2023
Q2 | $613K | Buy |
2,228
+112
| +5% | +$30.8K | 0.05% | 153 |
|
|
2023
Q1 | $517K | Sell |
2,116
-25
| -1% | -$6.11K | 0.04% | 167 |
|
|
2022
Q4 | $459K | Sell |
2,141
-541
| -20% | -$116K | 0.04% | 167 |
|
|
2022
Q3 | $564K | Sell |
2,682
-6,745
| -72% | -$1.42M | 0.05% | 154 |
|
|
2022
Q2 | $2.06M | Buy |
9,427
+6,630
| +237% | +$1.45M | 0.18% | 100 |
|
|
2022
Q1 | $777K | Hold |
2,797
| – | – | 0.06% | 155 |
|
|
2021
Q4 | $855K | Sell |
2,797
-3,207
| -53% | -$980K | 0.06% | 156 |
|
|
2021
Q3 | $1.65M | Buy |
6,004
+90
| +2% | +$24.7K | 0.13% | 116 |
|
|
2021
Q2 | $1.61M | Sell |
5,914
-23
| -0.4% | -$6.25K | 0.13% | 114 |
|
|
2021
Q1 | $1.44M | Sell |
5,937
-389
| -6% | -$94.5K | 0.13% | 104 |
|
|
2020
Q4 | $1.53M | Buy |
6,326
+964
| +18% | +$233K | 0.15% | 96 |
|
|
2020
Q3 | $1.16M | Sell |
5,362
-88
| -2% | -$19.1K | 0.14% | 94 |
|
|
2020
Q2 | $1.05M | Sell |
5,450
-206
| -4% | -$39.5K | 0.14% | 99 |
|
|
2020
Q1 | $852K | Hold |
5,656
| – | – | 0.14% | 99 |
|
|
2019
Q4 | $995K | Buy |
5,656
+25
| +0.4% | +$4.4K | 0.13% | 102 |
|
|
2019
Q3 | $899K | Buy |
5,631
+516
| +10% | +$82.4K | 0.13% | 101 |
|
|
2019
Q2 | $805K | Hold |
5,115
| – | – | 0.12% | 103 |
|
|
2019
Q1 | $774K | Buy |
5,115
+2,825
| +123% | +$427K | 0.12% | 104 |
|
|
2018
Q4 | $300K | Buy |
2,290
+335
| +17% | +$43.9K | 0.06% | 144 |
|
|
2018
Q3 | $305K | Buy |
+1,955
| New | +$305K | 0.05% | 152 |
|