Sound Income Strategies’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 | $205K | Buy |
482
+81
| +20% | +$34.4K | 0.01% | 276 |
|
|
2025
Q1 | $145K | Sell |
401
-557
| -58% | -$201K | 0.01% | 341 |
|
|
2024
Q4 | $385K | Buy |
958
+698
| +268% | +$280K | 0.02% | 182 |
|
|
2024
Q3 | $97.8K | Buy |
260
+129
| +98% | +$48.5K | 0.01% | 346 |
|
|
2024
Q2 | $47.8K | Sell |
131
-161
| -55% | -$58.8K | ﹤0.01% | 446 |
|
|
2024
Q1 | $98.5K | Buy |
292
+135
| +86% | +$45.5K | 0.01% | 312 |
|
|
2023
Q4 | $47.6K | Buy |
157
+139
| +772% | +$42.1K | ﹤0.01% | 415 |
|
|
2023
Q3 | $4.79K | Sell |
18
-67
| -79% | -$17.8K | ﹤0.01% | 764 |
|
|
2023
Q2 | $23.4K | Sell |
85
-104
| -55% | -$28.6K | ﹤0.01% | 406 |
|
|
2023
Q1 | $46.2K | Buy |
+189
| New | +$46.2K | 0.01% | 291 |
|
|
2020
Q4 | – | Sell |
-1,100
| Closed | -$239K | – | 894 |
|
|
2020
Q3 | $239K | Buy |
+1,100
| New | +$239K | 0.07% | 88 |
|
|
2020
Q2 | – | Sell |
-39
| Closed | -$6K | – | 822 |
|
|
2020
Q1 | $6K | Sell |
39
-28
| -42% | -$4.31K | ﹤0.01% | 424 |
|
|
2019
Q4 | $12K | Hold |
67
| – | – | ﹤0.01% | 306 |
|
|
2019
Q3 | $11K | Sell |
67
-9
| -12% | -$1.48K | ﹤0.01% | 302 |
|
|
2019
Q2 | $12K | Buy |
76
+9
| +13% | +$1.42K | ﹤0.01% | 302 |
|
|
2019
Q1 | $10K | Hold |
67
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $9K | Hold |
67
| – | – | ﹤0.01% | 351 |
|
|
2018
Q3 | $10K | Sell |
67
-70
| -51% | -$10.4K | ﹤0.01% | 352 |
|
|
2018
Q2 | $20K | Hold |
137
| – | – | 0.01% | 217 |
|
|
2018
Q1 | $19K | Hold |
137
| – | – | 0.01% | 202 |
|
|
2017
Q4 | $19K | Buy |
+137
| New | +$19K | 0.01% | 141 |
|