Toth Financial Advisory’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 | $31K | Hold |
73
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $26.4K | Buy |
73
+56
| +329% | +$20.2K | ﹤0.01% | 364 |
|
|
2024
Q4 | $6.83K | Hold |
17
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $6.38K | Hold |
17
| – | – | ﹤0.01% | 493 |
|
|
2024
Q2 | $6.2K | Hold |
17
| – | – | ﹤0.01% | 505 |
|
|
2024
Q1 | $5.73K | Hold |
17
| – | – | ﹤0.01% | 508 |
|
|
2023
Q4 | $5.15K | Buy |
17
+2
| +13% | +$606 | ﹤0.01% | 522 |
|
|
2023
Q3 | $3.99K | Hold |
15
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $4.13K | Hold |
15
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $3.67K | Hold |
15
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $3.21K | Hold |
15
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 595 |
|
|
2022
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $4K | Sell |
15
-73
| -83% | -$19.5K | ﹤0.01% | 563 |
|
|
2021
Q4 | $27K | Buy |
88
+73
| +487% | +$22.4K | ﹤0.01% | 358 |
|
|
2021
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 577 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 517 |
|
|
2021
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 523 |
|
|
2020
Q4 | $4K | Sell |
15
-20
| -57% | -$5.33K | ﹤0.01% | 470 |
|
|
2020
Q3 | $8K | Hold |
35
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $7K | Hold |
35
| – | – | ﹤0.01% | 376 |
|
|
2020
Q1 | $5K | Buy |
35
+5
| +17% | +$714 | ﹤0.01% | 319 |
|
|
2019
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 351 |
|
|
2019
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 351 |
|
|
2019
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 362 |
|
|
2019
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 347 |
|
|
2018
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 333 |
|
|
2018
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 351 |
|
|
2018
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 361 |
|
|
2018
Q1 | $4K | Sell |
30
-39
| -57% | -$5.2K | ﹤0.01% | 372 |
|
|
2017
Q4 | $9K | Buy |
+69
| New | +$9K | ﹤0.01% | 322 |
|