Summit Financial’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 | $15.6M | Sell |
36,749
-2,163
| -6% | -$918K | 0.35% | 52 |
|
|
2025
Q1 | $14.1M | Buy |
38,912
+1,256
| +3% | +$454K | 0.39% | 46 |
|
|
2024
Q4 | $15.1M | Buy |
37,656
+2,768
| +8% | +$1.11M | 0.53% | 30 |
|
|
2024
Q3 | $13.1M | Buy |
34,888
+3,161
| +10% | +$1.19M | 0.51% | 34 |
|
|
2024
Q2 | $11.6M | Buy |
31,727
+13,940
| +78% | +$5.08M | 0.53% | 28 |
|
|
2024
Q1 | $6M | Buy |
17,787
+1,329
| +8% | +$448K | 0.36% | 40 |
|
|
2023
Q4 | $4.99M | Sell |
16,458
-816
| -5% | -$247K | 0.33% | 45 |
|
|
2023
Q3 | $4.6M | Sell |
17,274
-29
| -0.2% | -$7.73K | 0.34% | 42 |
|
|
2023
Q2 | $4.76M | Buy |
17,303
+183
| +1% | +$50.4K | 0.35% | 42 |
|
|
2023
Q1 | $4.18M | Buy |
17,120
+116
| +0.7% | +$28.3K | 0.37% | 29 |
|
|
2022
Q4 | $3.64M | Sell |
17,004
-154
| -0.9% | -$33K | 0.34% | 32 |
|
|
2022
Q3 | $3.61M | Sell |
17,158
-1,126
| -6% | -$237K | 0.34% | 33 |
|
|
2022
Q2 | $4M | Buy |
18,284
+6,200
| +51% | +$1.36M | 0.37% | 30 |
|
|
2022
Q1 | $3.35M | Buy |
12,084
+3,016
| +33% | +$837K | 0.26% | 41 |
|
|
2021
Q4 | $2.77M | Buy |
9,068
+4,590
| +103% | +$1.4M | 0.21% | 48 |
|
|
2021
Q3 | $1.23M | Buy |
4,478
+1,492
| +50% | +$409K | 0.11% | 73 |
|
|
2021
Q2 | $811K | Buy |
+2,986
| New | +$811K | 0.08% | 62 |
|