Stonebridge Financial Planning Group’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 | $3.9M | Sell |
9,194
-290
| -3% | -$123K | 1.63% | 11 |
|
|
2025
Q1 | $3.42M | Sell |
9,484
-344
| -4% | -$124K | 1.56% | 12 |
|
|
2024
Q4 | $3.95M | Buy |
9,828
+2,974
| +43% | +$1.19M | 1.76% | 9 |
|
|
2024
Q3 | $2.57M | Sell |
6,854
-24
| -0.3% | -$9.01K | 1.23% | 20 |
|
|
2024
Q2 | $2.51M | Sell |
6,878
-50
| -0.7% | -$18.2K | 1.26% | 17 |
|
|
2024
Q1 | $2.34M | Sell |
6,928
-276
| -4% | -$93K | 1.23% | 16 |
|
|
2023
Q4 | $2.18M | Buy |
7,204
+23
| +0.3% | +$6.97K | 1.26% | 19 |
|
|
2023
Q3 | $1.91M | Sell |
7,181
-50
| -0.7% | -$13.3K | 1.23% | 24 |
|
|
2023
Q2 | $1.99M | Sell |
7,231
-178
| -2% | -$49K | 1.21% | 26 |
|
|
2023
Q1 | $1.81M | Sell |
7,409
-658
| -8% | -$161K | 1.17% | 25 |
|
|
2022
Q4 | $1.73M | Sell |
8,067
-526
| -6% | -$113K | 1.15% | 25 |
|
|
2022
Q3 | $1.81M | Sell |
8,593
-285
| -3% | -$60K | 1.26% | 23 |
|
|
2022
Q2 | $1.94M | Sell |
8,878
-1,150
| -11% | -$252K | 1.32% | 21 |
|
|
2022
Q1 | $2.78M | Buy |
10,028
+96
| +1% | +$26.7K | 1.56% | 20 |
|
|
2021
Q4 | $2.69M | Sell |
9,932
-90
| -0.9% | -$24.4K | 1.41% | 20 |
|
|
2021
Q3 | $3.02M | Sell |
10,022
-341
| -3% | -$103K | 1.48% | 21 |
|
|
2021
Q2 | $2.89M | Buy |
10,363
+166
| +2% | +$46.2K | 1.53% | 17 |
|
|
2021
Q1 | $2.62M | Buy |
10,197
+815
| +9% | +$209K | 1.53% | 18 |
|
|
2020
Q4 | $2.26M | Buy |
9,382
+756
| +9% | +$182K | 1.43% | 22 |
|
|
2020
Q3 | $1.94M | Sell |
8,626
-1,349
| -14% | -$304K | 1.4% | 21 |
|
|
2020
Q2 | $1.95M | Buy |
9,975
+345
| +4% | +$67.5K | 1.66% | 19 |
|
|
2020
Q1 | $1.54M | Sell |
9,630
-530
| -5% | -$84.6K | 1.53% | 21 |
|
|
2019
Q4 | $1.79M | Buy |
+10,160
| New | +$1.79M | 1.62% | 20 |
|