Steel Grove Capital 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 | $509K | Hold |
1,200
| – | – | 0.06% | 126 |
|
|
2025
Q1 | $433K | Hold |
1,200
| – | – | 0.07% | 117 |
|
|
2024
Q4 | $482K | Sell |
1,200
-1,220
| -50% | -$490K | 0.07% | 114 |
|
|
2024
Q3 | $904K | Sell |
2,420
-14
| -0.6% | -$5.23K | 0.13% | 86 |
|
|
2024
Q2 | $887K | Sell |
2,434
-796
| -25% | -$290K | 0.12% | 85 |
|
|
2024
Q1 | $1.09M | Sell |
3,230
-1,015
| -24% | -$342K | 0.14% | 84 |
|
|
2023
Q4 | $1.29M | Sell |
4,245
-525
| -11% | -$159K | 0.17% | 70 |
|
|
2023
Q3 | $1.27M | Sell |
4,770
-1,434
| -23% | -$381K | 0.17% | 80 |
|
|
2023
Q2 | $1.71M | Sell |
6,204
-370
| -6% | -$102K | 0.21% | 74 |
|
|
2023
Q1 | $1.61M | Sell |
6,574
-235
| -3% | -$57.4K | 0.21% | 77 |
|
|
2022
Q4 | $1.46M | Sell |
6,809
-5,988
| -47% | -$1.28M | 0.21% | 73 |
|
|
2022
Q3 | $2.69M | Buy |
+12,797
| New | +$2.69M | 0.48% | 21 |
|
|
2019
Q1 | – | Sell |
-44,228
| Closed | -$5.79M | – | 190 |
|
|
2018
Q4 | $5.79M | Buy |
+44,228
| New | +$5.79M | 0.82% | 38 |
|