Total Wealth Planning’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 | $11.9M | Buy |
27,951
+20,899
| +296% | +$8.87M | 1.5% | 18 |
|
|
2025
Q1 | $2.55M | Sell |
7,052
-218
| -3% | -$78.7K | 0.39% | 36 |
|
|
2024
Q4 | $2.92M | Sell |
7,270
-190
| -3% | -$76.3K | 0.45% | 36 |
|
|
2024
Q3 | $2.8M | Sell |
7,460
-557
| -7% | -$209K | 0.44% | 36 |
|
|
2024
Q2 | $3.03M | Sell |
8,017
-565
| -7% | -$213K | 0.5% | 36 |
|
|
2024
Q1 | $2.89M | Sell |
8,582
-1,359
| -14% | -$458K | 0.5% | 37 |
|
|
2023
Q4 | $3.01M | Sell |
9,941
-468
| -4% | -$142K | 0.55% | 37 |
|
|
2023
Q3 | $2.77M | Hold |
10,409
| – | – | 0.57% | 37 |
|
|
2023
Q2 | $2.86M | Sell |
10,409
-99
| -0.9% | -$27.2K | 0.6% | 36 |
|
|
2023
Q1 | $2.57M | Sell |
10,508
-639
| -6% | -$156K | 0.57% | 35 |
|
|
2022
Q4 | $2.39M | Buy |
11,147
+4,509
| +68% | +$966K | 0.59% | 34 |
|
|
2022
Q3 | $1.4M | Buy |
6,638
+2,870
| +76% | +$604K | 0.4% | 37 |
|
|
2022
Q2 | $824K | Sell |
3,768
-8
| -0.2% | -$1.75K | 0.24% | 49 |
|
|
2022
Q1 | $1.05M | Sell |
3,776
-883
| -19% | -$245K | 0.28% | 46 |
|
|
2021
Q4 | $705K | Buy |
4,659
+1,346
| +41% | +$204K | 0.44% | 23 |
|
|
2021
Q3 | $908K | Sell |
3,313
-86
| -3% | -$23.6K | 0.33% | 26 |
|
|
2021
Q2 | $923K | Sell |
3,399
-18
| -0.5% | -$4.89K | 0.36% | 24 |
|
|
2021
Q1 | $830K | Sell |
3,417
-39
| -1% | -$9.47K | 0.35% | 25 |
|
|
2020
Q4 | $833K | Sell |
3,456
-430
| -11% | -$104K | 0.39% | 25 |
|
|
2020
Q3 | $843K | Sell |
3,886
-154
| -4% | -$33.4K | 0.44% | 25 |
|
|
2020
Q2 | $775K | Sell |
4,040
-165
| -4% | -$31.7K | 0.43% | 24 |
|
|
2020
Q1 | $633K | Sell |
4,205
-38
| -0.9% | -$5.72K | 0.41% | 24 |
|
|
2019
Q4 | $746K | Sell |
4,243
-15
| -0.4% | -$2.64K | 0.4% | 23 |
|
|
2019
Q3 | $680K | Hold |
4,258
| – | – | 0.39% | 23 |
|
|
2019
Q2 | $670K | Sell |
4,258
-401
| -9% | -$63.1K | 0.4% | 23 |
|
|
2019
Q1 | $705K | Hold |
4,659
| – | – | 0.44% | 23 |
|
|
2018
Q4 | $610K | Buy |
+4,659
| New | +$610K | 0.42% | 22 |
|