Stegner Investment Associates’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 | $1.34M | Sell |
3,165
-85
| -3% | -$36.1K | 0.82% | 11 |
|
|
2025
Q1 | $1.17M | Sell |
3,250
-12
| -0.4% | -$4.33K | 0.82% | 11 |
|
|
2024
Q4 | $1.31M | Sell |
3,262
-17
| -0.5% | -$6.83K | 0.87% | 11 |
|
|
2024
Q3 | $1.23M | Sell |
3,279
-300
| -8% | -$113K | 0.84% | 11 |
|
|
2024
Q2 | $1.3M | Sell |
3,579
-237
| -6% | -$86.4K | 0.94% | 11 |
|
|
2024
Q1 | $1.29M | Sell |
3,816
-614
| -14% | -$207K | 0.94% | 11 |
|
|
2023
Q4 | $1.34M | Sell |
4,430
-55
| -1% | -$16.7K | 1.06% | 11 |
|
|
2023
Q3 | $1.19M | Hold |
4,485
| – | – | 1.03% | 11 |
|
|
2023
Q2 | $1.23M | Hold |
4,485
| – | – | 1.01% | 11 |
|
|
2023
Q1 | $1.09M | Sell |
4,485
-281
| -6% | -$68.5K | 0.96% | 11 |
|
|
2022
Q4 | $1.02M | Hold |
4,766
| – | – | 0.94% | 11 |
|
|
2022
Q3 | $1.02M | Sell |
4,766
-31
| -0.6% | -$6.6K | 0.97% | 13 |
|
|
2022
Q2 | $1.05M | Sell |
4,797
-94
| -2% | -$20.6K | 1.01% | 13 |
|
|
2022
Q1 | $1.36M | Sell |
4,891
-1,181
| -19% | -$328K | 1.07% | 10 |
|
|
2021
Q4 | $1.86M | Sell |
6,072
-7,354
| -55% | -$2.25M | 1.32% | 11 |
|
|
2021
Q3 | $3.68M | Sell |
13,426
-176
| -1% | -$48.2K | 2.78% | 9 |
|
|
2021
Q2 | $3.69M | Sell |
13,602
-537
| -4% | -$146K | 2.78% | 9 |
|
|
2021
Q1 | $3.44M | Hold |
14,139
| – | – | 2.79% | 10 |
|
|
2020
Q4 | $3.41M | Hold |
14,139
| – | – | 2.89% | 9 |
|
|
2020
Q3 | $3.07M | Buy |
+14,139
| New | +$3.07M | 3.01% | 8 |
|