Strategic Financial 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 | $373K | Hold |
879
| – | – | 0.17% | 58 |
|
|
2025
Q1 | $317K | Hold |
879
| – | – | 0.17% | 59 |
|
|
2024
Q4 | $353K | Hold |
879
| – | – | 0.18% | 54 |
|
|
2024
Q3 | $330K | Sell |
879
-140
| -14% | -$52.6K | 0.17% | 55 |
|
|
2024
Q2 | $371K | Sell |
1,019
-644
| -39% | -$235K | 0.2% | 52 |
|
|
2024
Q1 | $561K | Sell |
1,663
-44
| -3% | -$14.8K | 0.31% | 46 |
|
|
2023
Q4 | $518K | Hold |
1,707
| – | – | 0.3% | 43 |
|
|
2023
Q3 | $454K | Hold |
1,707
| – | – | 0.28% | 44 |
|
|
2023
Q2 | $470K | Hold |
1,707
| – | – | 0.27% | 47 |
|
|
2023
Q1 | $417K | Sell |
1,707
-183
| -10% | -$44.7K | 0.26% | 47 |
|
|
2022
Q4 | $405K | Buy |
1,890
+56
| +3% | +$12K | 0.25% | 46 |
|
|
2022
Q3 | $386K | Sell |
1,834
-573
| -24% | -$121K | 0.25% | 40 |
|
|
2022
Q2 | $526K | Hold |
2,407
| – | – | 0.31% | 39 |
|
|
2022
Q1 | $668K | Sell |
2,407
-85
| -3% | -$23.6K | 0.34% | 35 |
|
|
2021
Q4 | $762K | Sell |
2,492
-201
| -7% | -$61.5K | 0.37% | 37 |
|
|
2021
Q3 | $738K | Sell |
2,693
-126
| -4% | -$34.5K | 0.4% | 36 |
|
|
2021
Q2 | $765K | Sell |
2,819
-452
| -14% | -$123K | 0.42% | 33 |
|
|
2021
Q1 | $795K | Buy |
3,271
+253
| +8% | +$61.5K | 0.47% | 28 |
|
|
2020
Q4 | $728K | Hold |
3,018
| – | – | 0.48% | 29 |
|
|
2020
Q3 | $655K | Sell |
3,018
-820
| -21% | -$178K | 0.51% | 30 |
|
|
2020
Q2 | $737K | Sell |
3,838
-23
| -0.6% | -$4.42K | 0.61% | 26 |
|
|
2020
Q1 | $582K | Buy |
3,861
+337
| +10% | +$50.8K | 0.62% | 27 |
|
|
2019
Q4 | $620K | Buy |
+3,524
| New | +$620K | 0.51% | 34 |
|