Symphony 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 | $891K | Buy |
+2,104
| New | +$891K | 0.12% | 116 |
|
|
2025
Q1 | – | Sell |
-2,065
| Closed | -$846K | – | 156 |
|
|
2024
Q4 | $846K | Sell |
2,065
-688
| -25% | -$282K | 0.13% | 109 |
|
|
2024
Q3 | $1.03M | Sell |
2,753
-18
| -0.6% | -$6.72K | 0.17% | 97 |
|
|
2024
Q2 | $1.02M | Sell |
2,771
-11
| -0.4% | -$4.04K | 0.19% | 92 |
|
|
2024
Q1 | $938K | Hold |
2,782
| – | – | 0.22% | 87 |
|
|
2023
Q4 | $849K | Buy |
2,782
+275
| +11% | +$83.9K | 0.18% | 98 |
|
|
2023
Q3 | $673K | Buy |
2,507
+203
| +9% | +$54.5K | 0.16% | 97 |
|
|
2023
Q2 | $625K | Buy |
2,304
+3
| +0.1% | +$814 | 0.15% | 110 |
|
|
2023
Q1 | $553K | Sell |
2,301
-15
| -0.6% | -$3.61K | 0.14% | 124 |
|
|
2022
Q4 | $494K | Buy |
2,316
+12
| +0.5% | +$2.56K | 0.13% | 140 |
|
|
2022
Q3 | $493K | Hold |
2,304
| – | – | 0.16% | 135 |
|
|
2022
Q2 | $510K | Buy |
2,304
+4
| +0.2% | +$885 | 0.15% | 129 |
|
|
2022
Q1 | $627K | Buy |
2,300
+11
| +0.5% | +$3K | 0.15% | 115 |
|
|
2021
Q4 | $704K | Buy |
2,289
+7
| +0.3% | +$2.15K | 0.2% | 92 |
|
|
2021
Q3 | $631K | Sell |
2,282
-7
| -0.3% | -$1.94K | 0.22% | 80 |
|
|
2021
Q2 | $622K | Buy |
2,289
+41
| +2% | +$11.1K | 0.21% | 82 |
|
|
2021
Q1 | $565K | Buy |
2,248
+15
| +0.7% | +$3.77K | 0.15% | 99 |
|
|
2020
Q4 | $531K | Sell |
2,233
-490
| -18% | -$117K | 0.19% | 88 |
|
|
2020
Q3 | $591K | Sell |
2,723
-117
| -4% | -$25.4K | 0.24% | 66 |
|
|
2020
Q2 | $545K | Sell |
2,840
-6,092
| -68% | -$1.17M | 0.26% | 69 |
|
|
2020
Q1 | $1.37M | Buy |
+8,932
| New | +$1.37M | 0.94% | 29 |
|