Topel & Distasi Wealth Management’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 | $5.28M | Sell |
12,444
-9,466
| -43% | -$4.02M | 2.77% | 12 |
|
|
2025
Q1 | $7.91M | Sell |
21,910
-2,622
| -11% | -$947K | 3.69% | 8 |
|
|
2024
Q4 | $9.85M | Sell |
24,532
-3,653
| -13% | -$1.47M | 4.22% | 8 |
|
|
2024
Q3 | $10.6M | Sell |
28,185
-1,377
| -5% | -$517K | 4.39% | 6 |
|
|
2024
Q2 | $10.8M | Sell |
29,562
-721
| -2% | -$263K | 4.73% | 5 |
|
|
2024
Q1 | $10.2M | Sell |
30,283
-1,226
| -4% | -$413K | 4.51% | 5 |
|
|
2023
Q4 | $9.55M | Sell |
31,509
-571
| -2% | -$173K | 4.54% | 4 |
|
|
2023
Q3 | $8.53M | Sell |
32,080
-1,018
| -3% | -$271K | 4.47% | 3 |
|
|
2023
Q2 | $9.11M | Sell |
33,098
-258
| -0.8% | -$71K | 4.58% | 3 |
|
|
2023
Q1 | $8.15M | Sell |
33,356
-4
| -0% | -$977 | 4.25% | 3 |
|
|
2022
Q4 | $7.15M | Sell |
33,360
-175
| -0.5% | -$37.5K | 4% | 7 |
|
|
2022
Q3 | $7.57M | Sell |
33,535
-1,232
| -4% | -$278K | 4.18% | 5 |
|
|
2022
Q2 | $7.6M | Buy |
34,767
+14,237
| +69% | +$3.11M | 4.4% | 5 |
|
|
2022
Q1 | $5.7M | Buy |
20,530
+1,655
| +9% | +$459K | 2.39% | 16 |
|
|
2021
Q4 | $5.77M | Buy |
+18,875
| New | +$5.77M | 2.35% | 15 |
|