Stonehearth Capital Management’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 | $769K | Hold |
1,812
| – | – | 0.32% | 39 |
|
|
2025
Q1 | $654K | Sell |
1,812
-152
| -8% | -$54.9K | 0.27% | 39 |
|
|
2024
Q4 | $789K | Buy |
1,964
+28
| +1% | +$11.2K | 0.32% | 33 |
|
|
2024
Q3 | $727K | Buy |
1,936
+154
| +9% | +$57.8K | 0.29% | 33 |
|
|
2024
Q2 | $650K | Sell |
1,782
-5
| -0.3% | -$1.82K | 0.28% | 34 |
|
|
2024
Q1 | $602K | Hold |
1,787
| – | – | 0.27% | 32 |
|
|
2023
Q4 | $542K | Buy |
1,787
+35
| +2% | +$10.6K | 0.27% | 36 |
|
|
2023
Q3 | $466K | Hold |
1,752
| – | – | 0.25% | 36 |
|
|
2023
Q2 | $482K | Hold |
1,752
| – | – | 0.25% | 36 |
|
|
2023
Q1 | $428K | Hold |
1,752
| – | – | 0.23% | 37 |
|
|
2022
Q4 | $375K | Sell |
1,752
-58
| -3% | -$12.4K | 0.21% | 43 |
|
|
2022
Q3 | $381K | Buy |
1,810
+58
| +3% | +$12.2K | 0.23% | 37 |
|
|
2022
Q2 | $402K | Hold |
1,752
| – | – | 0.23% | 41 |
|
|
2022
Q1 | $486K | Hold |
1,752
| – | – | 0.25% | 39 |
|
|
2021
Q4 | $535K | Hold |
1,752
| – | – | 0.28% | 37 |
|
|
2021
Q3 | $480K | Hold |
1,752
| – | – | 0.25% | 37 |
|
|
2021
Q2 | $476K | Hold |
1,752
| – | – | 0.23% | 37 |
|
|
2021
Q1 | $426K | Hold |
1,752
| – | – | 0.23% | 40 |
|
|
2020
Q4 | $422K | Buy |
+1,752
| New | +$422K | 0.24% | 39 |
|
|
2016
Q1 | – | Sell |
-3,112
| Closed | -$310K | – | 38 |
|
|
2015
Q4 | $310K | Hold |
3,112
| – | – | 0.21% | 33 |
|
|
2015
Q3 | $289K | Sell |
3,112
-623
| -17% | -$57.9K | 0.21% | 36 |
|
|
2015
Q2 | $370K | Sell |
3,735
-177
| -5% | -$17.5K | 0.26% | 29 |
|
|
2015
Q1 | $386K | Sell |
3,912
-53,982
| -93% | -$5.33M | 0.24% | 30 |
|
|
2014
Q4 | $5.54M | Buy |
+57,894
| New | +$5.54M | 4.07% | 10 |
|