Soltis Investment 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 | $2.99M | Sell |
7,033
-713
| -9% | -$303K | 0.23% | 103 |
|
|
2025
Q1 | $2.8M | Buy |
7,746
+187
| +2% | +$67.5K | 0.25% | 101 |
|
|
2024
Q4 | $3.04M | Sell |
7,559
-90
| -1% | -$36.1K | 0.28% | 97 |
|
|
2024
Q3 | $2.87M | Sell |
7,649
-113
| -1% | -$42.4K | 0.28% | 99 |
|
|
2024
Q2 | $2.83M | Sell |
7,762
-10
| -0.1% | -$3.65K | 0.3% | 92 |
|
|
2024
Q1 | $2.62M | Buy |
7,772
+229
| +3% | +$77.2K | 0.29% | 101 |
|
|
2023
Q4 | $2.29M | Buy |
7,543
+1,003
| +15% | +$304K | 0.26% | 102 |
|
|
2023
Q3 | $1.74M | Sell |
6,540
-293
| -4% | -$77.9K | 0.22% | 113 |
|
|
2023
Q2 | $1.88M | Sell |
6,833
-31
| -0.5% | -$8.53K | 0.22% | 111 |
|
|
2023
Q1 | $1.68M | Buy |
6,864
+1,838
| +37% | +$449K | 0.21% | 118 |
|
|
2022
Q4 | $1.08M | Sell |
5,026
-551
| -10% | -$118K | 0.14% | 123 |
|
|
2022
Q3 | $1.17M | Buy |
5,577
+1,669
| +43% | +$351K | 0.18% | 116 |
|
|
2022
Q2 | $855K | Buy |
3,908
+908
| +30% | +$199K | 0.12% | 132 |
|
|
2022
Q1 | $833K | Sell |
3,000
-257
| -8% | -$71.4K | 0.12% | 137 |
|
|
2021
Q4 | $995K | Buy |
3,257
+87
| +3% | +$26.6K | 0.14% | 127 |
|
|
2021
Q3 | $869K | Buy |
3,170
+725
| +30% | +$199K | 0.13% | 124 |
|
|
2021
Q2 | $664K | Buy |
2,445
+85
| +4% | +$23.1K | 0.11% | 146 |
|
|
2021
Q1 | $574K | Sell |
2,360
-2
| -0.1% | -$486 | 0.1% | 139 |
|
|
2020
Q4 | $569K | Buy |
2,362
+1,341
| +131% | +$323K | 0.11% | 131 |
|
|
2020
Q3 | $222K | Buy |
+1,021
| New | +$222K | 0.05% | 186 |
|