Sunbelt Securities’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 | $913K | Sell |
2,274
-409
| -15% | -$164K | 0.08% | 217 |
|
2025
Q1 | $969K | Buy |
2,683
+409
| +18% | +$148K | 0.09% | 198 |
|
2024
Q4 | $922K | Sell |
2,274
-310
| -12% | -$126K | 0.08% | 214 |
|
2024
Q3 | $970K | Buy |
2,584
+109
| +4% | +$40.9K | 0.1% | 208 |
|
2024
Q2 | $902K | Buy |
2,475
+11
| +0.4% | +$4.01K | 0.09% | 209 |
|
2024
Q1 | $830K | Buy |
2,464
+2
| +0.1% | +$674 | 0.09% | 207 |
|
2023
Q4 | $746K | Sell |
2,462
-210
| -8% | -$63.7K | 0.09% | 230 |
|
2023
Q3 | $711K | Buy |
2,672
+208
| +8% | +$55.3K | 0.1% | 219 |
|
2023
Q2 | $678K | Buy |
2,464
+308
| +14% | +$84.8K | 0.1% | 224 |
|
2023
Q1 | $518K | Buy |
2,156
+2
| +0.1% | +$481 | 0.08% | 251 |
|
2022
Q4 | $461K | Sell |
2,154
-118
| -5% | -$25.3K | 0.09% | 255 |
|
2022
Q3 | $478K | Buy |
2,272
+191
| +9% | +$40.2K | 0.1% | 241 |
|
2022
Q2 | $455K | Buy |
2,081
+17
| +0.8% | +$3.72K | 0.1% | 257 |
|
2022
Q1 | $582K | Sell |
2,064
-82
| -4% | -$23.1K | 0.11% | 220 |
|
2021
Q4 | $595K | Sell |
2,146
-172
| -7% | -$47.7K | 0.1% | 236 |
|
2021
Q3 | $637K | Hold |
2,318
| – | – | 0.11% | 216 |
|
2021
Q2 | $637K | Sell |
2,318
-97
| -4% | -$26.7K | 0.11% | 216 |
|
2021
Q1 | $587K | Buy |
2,415
+120
| +5% | +$29.2K | 0.12% | 214 |
|
2020
Q4 | $553K | Buy |
2,295
+382
| +20% | +$92K | 0.11% | 215 |
|
2020
Q3 | $415K | Sell |
1,913
-362
| -16% | -$78.5K | 0.12% | 219 |
|
2020
Q2 | $437K | Buy |
2,275
+19
| +0.8% | +$3.65K | 0.15% | 174 |
|
2020
Q1 | $340K | Sell |
2,256
-772
| -25% | -$116K | 0.01% | 292 |
|
2019
Q4 | $533K | Buy |
3,028
+769
| +34% | +$135K | 0.06% | 300 |
|
2019
Q3 | $361K | Sell |
2,259
-705
| -24% | -$113K | 0.04% | 378 |
|
2019
Q2 | $466K | Buy |
2,964
+253
| +9% | +$39.8K | 0.2% | 144 |
|
2019
Q1 | $410K | Sell |
2,711
-38
| -1% | -$5.75K | 0.21% | 138 |
|
2018
Q4 | $380K | Sell |
2,749
-8
| -0.3% | -$1.11K | 0.22% | 125 |
|
2018
Q3 | $430K | Sell |
2,757
-322
| -10% | -$50.2K | 0.23% | 128 |
|
2018
Q2 | $443K | Sell |
3,079
-360
| -10% | -$51.8K | 0.27% | 107 |
|
2018
Q1 | $468K | Buy |
3,439
+67
| +2% | +$9.12K | 0.43% | 75 |
|
2017
Q4 | $454K | Buy |
3,372
+7
| +0.2% | +$942 | 0.44% | 73 |
|
2017
Q3 | $421K | Buy |
3,365
+14
| +0.4% | +$1.75K | 0.44% | 72 |
|
2017
Q2 | $399K | Buy |
3,351
+654
| +24% | +$77.9K | 0.75% | 40 |
|
2017
Q1 | $307K | Buy |
2,697
+7
| +0.3% | +$797 | 0.46% | 60 |
|
2016
Q4 | $282K | Buy |
2,690
+335
| +14% | +$35.1K | 0.43% | 61 |
|
2016
Q3 | $245K | Buy |
+2,355
| New | +$245K | 0.3% | 78 |
|