Tolleson Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $7.31M | Sell |
61,812
-3,488
| -5% | -$413K | 1.06% | 13 |
|
|
2025
Q3 | $7.65M | Sell |
65,300
-1,208
| -2% | -$135K | 1.18% | 13 |
|
|
2025
Q2 | $7.06M | Sell |
66,508
-1,160
| -2% | -$111K | 1.21% | 12 |
|
|
2025
Q1 | $6.11M | Sell |
67,668
-2,440
| -3% | -$241K | 1.18% | 13 |
|
|
2024
Q4 | $7.04M | Sell |
70,108
-564
| -0.8% | -$55.5K | 1.44% | 10 |
|
|
2024
Q3 | $6.63M | Sell |
70,672
-284
| -0.4% | -$25.7K | 1.26% | 10 |
|
|
2024
Q2 | $6.47M | Sell |
70,956
-1,872
| -3% | -$160K | 1.28% | 11 |
|
|
2024
Q1 | $6.14M | Sell |
72,828
-1,236
| -2% | -$99.6K | 1.2% | 12 |
|
|
2023
Q4 | $5.61M | Sell |
74,064
-5,560
| -7% | -$393K | 1.16% | 12 |
|
|
2023
Q3 | $5.3M | Sell |
79,624
-3,316
| -4% | -$229K | 1.28% | 13 |
|
|
2023
Q2 | $5.71M | Sell |
82,940
-1,940
| -2% | -$123K | 1.38% | 12 |
|
|
2023
Q1 | $5.18M | Sell |
84,880
-64
| -0.1% | -$3.69K | 1.34% | 14 |
|
|
2022
Q4 | $4.55M | Sell |
84,944
-1,440
| -2% | -$79.2K | 1.23% | 18 |
|
|
2022
Q3 | $4.54M | Sell |
86,384
-544
| -0.6% | -$32K | 1.37% | 16 |
|
|
2022
Q2 | $4.75M | Hold |
86,928
| – | – | 1.34% | 16 |
|
|
2022
Q1 | $6.03M | Sell |
86,928
-4,032
| -4% | -$275K | 1.79% | 12 |
|
|
2021
Q4 | $6.95M | Sell |
90,960
-6,932
| -7% | -$514K | 1.87% | 12 |
|
|
2021
Q3 | $6.71M | Sell |
97,892
-724
| -0.7% | -$51.2K | 1.9% | 12 |
|
|
2021
Q2 | $6.69M | Hold |
98,616
| – | – | 1.8% | 13 |
|
|
2021
Q1 | $5.99M | Hold |
98,616
| – | – | 1.81% | 12 |
|
|
2020
Q4 | $5.95M | Hold |
98,616
| – | – | 1.97% | 11 |
|
|
2020
Q3 | $5.35M | Sell |
98,616
-29,576
| -23% | -$1.56M | 2.16% | 11 |
|
|
2020
Q2 | $6.15M | Buy |
128,192
+1,272
| +1% | +$56.1K | 2.69% | 10 |
|
|
2020
Q1 | $4.78M | Sell |
126,920
-660
| -0.5% | -$28.4K | 2.09% | 10 |
|
|
2019
Q4 | $5.61M | Hold |
127,580
| – | – | 2.72% | 8 |
|
|
2019
Q3 | $5.09M | Buy |
+127,580
| New | +$5.11M | 2.77% | 8 |
|
Other funds holding IWF
