TFO Wealth Partners’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 | $7.54M | Buy |
17,767
+4
| +0% | +$1.7K | 1.33% | 9 |
|
|
2025
Q1 | $6.41M | Buy |
+17,763
| New | +$6.41M | 1.27% | 9 |
|
|
2024
Q4 | – | Sell |
-17,940
| Closed | -$6.73M | – | 22 |
|
|
2024
Q3 | $6.73M | Sell |
17,940
-200
| -1% | -$75.1K | 1.24% | 9 |
|
|
2024
Q2 | $6.61M | Sell |
18,140
-778
| -4% | -$284K | 1.29% | 9 |
|
|
2024
Q1 | $6.38M | Sell |
18,918
-1,354
| -7% | -$456K | 1.24% | 9 |
|
|
2023
Q4 | $6.15M | Sell |
20,272
-575
| -3% | -$174K | 1.25% | 9 |
|
|
2023
Q3 | $5.74M | Hold |
20,847
| – | – | 1.2% | 9 |
|
|
2023
Q2 | $5.74M | Sell |
20,847
-136
| -0.6% | -$37.4K | 1.21% | 9 |
|
|
2023
Q1 | $5.13M | Buy |
20,983
+13,581
| +183% | +$3.32M | 1.12% | 9 |
|
|
2022
Q4 | $1.12M | Sell |
7,402
-13,567
| -65% | -$2.06M | 0.26% | 19 |
|
|
2022
Q3 | $4.41M | Sell |
20,969
-46
| -0.2% | -$9.68K | 1.1% | 10 |
|
|
2022
Q2 | $4.6M | Buy |
21,015
+2
| +0% | +$437 | 1.03% | 10 |
|
|
2022
Q1 | $5.83M | Buy |
21,013
+3
| +0% | +$833 | 1.16% | 9 |
|
|
2021
Q4 | $6.33M | Sell |
21,010
-1,113
| -5% | -$335K | 1.21% | 9 |
|
|
2021
Q3 | $6.06M | Hold |
22,123
| – | – | 1.2% | 9 |
|
|
2021
Q2 | $6.02M | Sell |
22,123
-3,827
| -15% | -$1.04M | 1.19% | 9 |
|
|
2021
Q1 | $6.31M | Sell |
25,950
-300
| -1% | -$72.9K | 1.89% | 6 |
|
|
2020
Q4 | $6.33M | Buy |
26,250
+4,951
| +23% | +$1.19M | 2.01% | 6 |
|
|
2020
Q3 | $4.62M | Sell |
21,299
-869
| -4% | -$188K | 1.78% | 5 |
|
|
2020
Q2 | $4.26M | Sell |
22,168
-819
| -4% | -$157K | 1.68% | 6 |
|
|
2020
Q1 | $3.46M | Buy |
22,987
+1,462
| +7% | +$220K | 1.49% | 6 |
|
|
2019
Q4 | $3.79M | Buy |
+21,525
| New | +$3.79M | 3.48% | 6 |
|