The Family Firm’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 | – | Sell |
-1,355
| Closed | -$489K | – | 135 |
|
|
2025
Q1 | $489K | Buy |
1,355
+2
| +0.1% | +$722 | 0.11% | 117 |
|
|
2024
Q4 | $544K | Buy |
1,353
+1
| +0.1% | +$402 | 0.12% | 108 |
|
|
2024
Q3 | $508K | Buy |
1,352
+2
| +0.1% | +$751 | 0.11% | 114 |
|
|
2024
Q2 | $492K | Buy |
1,350
+1
| +0.1% | +$365 | 0.11% | 109 |
|
|
2024
Q1 | $455K | Buy |
1,349
+2
| +0.1% | +$674 | 0.11% | 121 |
|
|
2023
Q4 | $408K | Buy |
1,347
+5
| +0.4% | +$1.52K | 0.11% | 122 |
|
|
2023
Q3 | $357K | Hold |
1,342
| – | – | 0.1% | 126 |
|
|
2023
Q2 | $369K | Buy |
1,342
+2
| +0.1% | +$550 | 0.1% | 127 |
|
|
2023
Q1 | $327K | Buy |
1,340
+3
| +0.2% | +$733 | 0.09% | 135 |
|
|
2022
Q4 | $287K | Buy |
1,337
+7
| +0.5% | +$1.5K | 0.08% | 147 |
|
|
2022
Q3 | $280K | Hold |
1,330
| – | – | 0.09% | 141 |
|
|
2022
Q2 | $291K | Buy |
1,330
+2
| +0.2% | +$438 | 0.09% | 145 |
|
|
2022
Q1 | $369K | Buy |
1,328
+2
| +0.2% | +$556 | 0.1% | 124 |
|
|
2021
Q4 | $405K | Buy |
1,326
+1
| +0.1% | +$305 | 0.1% | 116 |
|
|
2021
Q3 | $384K | Buy |
1,325
+1
| +0.1% | +$290 | 0.1% | 114 |
|
|
2021
Q2 | $360K | Buy |
1,324
+1
| +0.1% | +$272 | 0.1% | 116 |
|
|
2021
Q1 | $322K | Hold |
1,323
| – | – | 0.09% | 123 |
|
|
2020
Q4 | $315K | Buy |
1,323
+1
| +0.1% | +$238 | 0.09% | 123 |
|
|
2020
Q3 | $287K | Buy |
1,322
+1
| +0.1% | +$217 | 0.1% | 118 |
|
|
2020
Q2 | $254K | Buy |
+1,321
| New | +$254K | 0.1% | 121 |
|
|
2020
Q1 | – | Sell |
-1,320
| Closed | -$232K | – | 135 |
|
|
2019
Q4 | $232K | Buy |
+1,320
| New | +$232K | 0.08% | 137 |
|
|
2018
Q2 | – | Sell |
-4,320
| Closed | -$588K | – | 138 |
|
|
2018
Q1 | $588K | Buy |
+4,320
| New | +$588K | 0.23% | 64 |
|
|
2017
Q1 | – | Sell |
-2,445
| Closed | -$256K | – | 109 |
|
|
2016
Q4 | $256K | Hold |
2,445
| – | – | 0.12% | 96 |
|
|
2016
Q3 | $255K | Buy |
+2,445
| New | +$255K | 0.12% | 95 |
|