Total Clarity 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 | $5.33M | Sell |
12,547
-2,958
| -19% | -$1.26M | 1.53% | 13 |
|
|
2025
Q1 | $6.23M | Hold |
15,505
| – | – | 2.03% | 6 |
|
|
2024
Q4 | $6.23M | Sell |
15,505
-6,142
| -28% | -$2.47M | 2.02% | 6 |
|
|
2024
Q3 | $8.13M | Buy |
21,647
+666
| +3% | +$250K | 2.62% | 4 |
|
|
2024
Q2 | $7.65M | Sell |
20,981
-1,330
| -6% | -$485K | 2.65% | 3 |
|
|
2024
Q1 | $7.52M | Buy |
22,311
+1,184
| +6% | +$399K | 2.61% | 2 |
|
|
2023
Q4 | $6.41M | Buy |
21,127
+950
| +5% | +$288K | 2.63% | 2 |
|
|
2023
Q3 | $5.37M | Buy |
20,177
+3,397
| +20% | +$904K | 2.58% | 3 |
|
|
2023
Q2 | $4.62M | Buy |
16,780
+8,601
| +105% | +$2.37M | 2.29% | 3 |
|
|
2023
Q1 | $2M | Sell |
8,179
-10
| -0.1% | -$2.44K | 1.09% | 19 |
|
|
2022
Q4 | $1.75M | Sell |
8,189
-1,127
| -12% | -$241K | 0.89% | 22 |
|
|
2022
Q3 | $1.96M | Buy |
9,316
+57
| +0.6% | +$12K | 1.23% | 19 |
|
|
2022
Q2 | $2.03M | Hold |
9,259
| – | – | 1.05% | 18 |
|
|
2022
Q1 | $2.57M | Sell |
9,259
-6,756
| -42% | -$1.88M | 1.41% | 15 |
|
|
2021
Q4 | $4.89M | Buy |
16,015
+3,353
| +26% | +$1.02M | 2.22% | 4 |
|
|
2021
Q3 | $3.47M | Sell |
12,662
-280
| -2% | -$76.7K | 1.65% | 6 |
|
|
2021
Q2 | $3.51M | Sell |
12,942
-9,814
| -43% | -$2.66M | 1.96% | 6 |
|
|
2021
Q1 | $5.53M | Sell |
22,756
-2,590
| -10% | -$630K | 3.18% | 1 |
|
|
2020
Q4 | $6.11M | Buy |
25,346
+218
| +0.9% | +$52.6K | 4.25% | 2 |
|
|
2020
Q3 | $5.45M | Sell |
25,128
-759
| -3% | -$165K | 4.76% | 2 |
|
|
2020
Q2 | $4.97M | Buy |
+25,887
| New | +$4.97M | 4.56% | 2 |
|
|
2020
Q1 | – | Sell |
-46
| Closed | -$8K | – | 357 |
|
|
2019
Q4 | $8K | Buy |
+46
| New | +$8K | 0.01% | 527 |
|