Summit Investment Advisory Services’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 | $8.46M | Buy |
19,918
+19,045
| +2,182% | +$8.09M | 7.18% | 2 |
|
|
2025
Q1 | $315K | Hold |
873
| – | – | 0.15% | 51 |
|
|
2024
Q4 | $351K | Hold |
873
| – | – | 0.18% | 46 |
|
|
2024
Q3 | $328K | Sell |
873
-17,378
| -95% | -$6.52M | 0.17% | 52 |
|
|
2024
Q2 | $6.65M | Buy |
18,251
+17,378
| +1,991% | +$6.33M | 7.82% | 3 |
|
|
2024
Q1 | $294K | Hold |
873
| – | – | 0.17% | 52 |
|
|
2023
Q4 | $265K | Sell |
873
-71
| -8% | -$21.5K | 0.17% | 49 |
|
|
2023
Q3 | $251K | Hold |
944
| – | – | 0.19% | 45 |
|
|
2023
Q2 | $260K | Hold |
944
| – | – | 0.17% | 43 |
|
|
2023
Q1 | $231K | Sell |
944
-66
| -7% | -$16.1K | 0.16% | 47 |
|
|
2022
Q4 | $216K | Buy |
+1,010
| New | +$216K | 0.26% | 47 |
|