Stevens Capital Partners’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 | $10.1M | Buy |
22,844
+5,410
| +31% | +$2.4M | 3.63% | 6 |
|
|
2025
Q1 | $6.3M | Buy |
17,434
+5,685
| +48% | +$2.05M | 2.96% | 8 |
|
|
2024
Q4 | $4.72M | Sell |
11,749
-102
| -0.9% | -$41K | 2.14% | 12 |
|
|
2024
Q3 | $4.45M | Buy |
11,851
+90
| +0.8% | +$33.8K | 2.12% | 12 |
|
|
2024
Q2 | $4.29M | Sell |
11,761
-8
| -0.1% | -$2.92K | 2.21% | 11 |
|
|
2024
Q1 | $3.97M | Buy |
11,769
+153
| +1% | +$51.6K | 2.36% | 10 |
|
|
2023
Q4 | $3.52M | Buy |
11,616
+517
| +5% | +$157K | 2.45% | 10 |
|
|
2023
Q3 | $2.95M | Buy |
11,099
+123
| +1% | +$32.7K | 2.37% | 10 |
|
|
2023
Q2 | $3.02M | Buy |
10,976
+11
| +0.1% | +$3.03K | 2.34% | 10 |
|
|
2023
Q1 | $2.68M | Buy |
10,965
+2,665
| +32% | +$651K | 2.25% | 10 |
|
|
2022
Q4 | $1.78M | Buy |
+8,300
| New | +$1.78M | 1.57% | 15 |
|