Stratos Wealth Advisors’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 | $2.73M | Sell |
6,421
-186
| -3% | -$79K | 0.14% | 147 |
|
|
2025
Q1 | $2.39M | Sell |
6,607
-2,231
| -25% | -$806K | 0.13% | 151 |
|
|
2024
Q4 | $3.55M | Sell |
8,838
-399
| -4% | -$160K | 0.17% | 134 |
|
|
2024
Q3 | $3.47M | Sell |
9,237
-7,562
| -45% | -$2.84M | 0.16% | 141 |
|
|
2024
Q2 | $6.12M | Buy |
16,799
+877
| +6% | +$320K | 0.3% | 78 |
|
|
2024
Q1 | $5.37M | Buy |
15,922
+2,359
| +17% | +$795K | 0.32% | 80 |
|
|
2023
Q4 | $4.11M | Buy |
13,563
+7,148
| +111% | +$2.17M | 0.24% | 124 |
|
|
2023
Q3 | $1.71M | Buy |
6,415
+860
| +15% | +$229K | 0.11% | 222 |
|
|
2023
Q2 | $1.53M | Buy |
5,555
+1,070
| +24% | +$294K | 0.11% | 231 |
|
|
2023
Q1 | $1.1M | Sell |
4,485
-1,276
| -22% | -$312K | 0.08% | 261 |
|
|
2022
Q4 | $1.23M | Sell |
5,761
-183
| -3% | -$39.2K | 0.1% | 253 |
|
|
2022
Q3 | $1.25M | Sell |
5,944
-599
| -9% | -$126K | 0.13% | 208 |
|
|
2022
Q2 | $1.43M | Buy |
6,543
+982
| +18% | +$215K | 0.13% | 206 |
|
|
2022
Q1 | $1.54M | Buy |
5,561
+299
| +6% | +$83K | 0.13% | 202 |
|
|
2021
Q4 | $1.61M | Buy |
5,262
+819
| +18% | +$250K | 0.12% | 213 |
|
|
2021
Q3 | $1.22M | Sell |
4,443
-374
| -8% | -$103K | 0.1% | 231 |
|
|
2021
Q2 | $1.31M | Buy |
4,817
+2,581
| +115% | +$701K | 0.12% | 203 |
|
|
2021
Q1 | $544K | Buy |
2,236
+536
| +32% | +$130K | 0.06% | 300 |
|
|
2020
Q4 | $410K | Buy |
+1,700
| New | +$410K | 0.06% | 275 |
|
|
2020
Q2 | – | Sell |
-791
| Closed | -$119K | – | 321 |
|
|
2020
Q1 | $119K | Buy |
+791
| New | +$119K | 0.08% | 164 |
|