Theory 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 | $1.13M | Hold |
2,567
| – | – | 0.43% | 47 |
|
|
2025
Q1 | $927K | Hold |
2,567
| – | – | 0.39% | 46 |
|
|
2024
Q4 | $1.03M | Buy |
2,567
+219
| +9% | +$87.9K | 0.43% | 42 |
|
|
2024
Q3 | $878K | Buy |
2,348
+22
| +0.9% | +$8.23K | 0.39% | 44 |
|
|
2024
Q2 | $848K | Hold |
2,326
| – | – | 0.4% | 47 |
|
|
2024
Q1 | $784K | Buy |
2,326
+8
| +0.3% | +$2.7K | 0.4% | 45 |
|
|
2023
Q4 | $703K | Sell |
2,318
-341
| -13% | -$103K | 0.38% | 40 |
|
|
2023
Q3 | $707K | Sell |
2,659
-3
| -0.1% | -$798 | 0.41% | 40 |
|
|
2023
Q2 | $733K | Buy |
2,662
+284
| +12% | +$78.2K | 0.42% | 42 |
|
|
2023
Q1 | $581K | Buy |
2,378
+1,304
| +121% | +$319K | 0.35% | 45 |
|
|
2022
Q4 | $230K | Buy |
+1,074
| New | +$230K | 0.15% | 55 |
|
|
2022
Q2 | $243K | Sell |
1,084
-572
| -35% | -$128K | 0.17% | 55 |
|
|
2022
Q1 | $460K | Sell |
1,656
-37
| -2% | -$10.3K | 0.3% | 40 |
|
|
2021
Q4 | $517K | Buy |
+1,693
| New | +$517K | 0.34% | 35 |
|