Towerpoint Wealth’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 | $3.83M | Sell |
9,013
-108
| -1% | -$45.9K | 1.7% | 14 |
|
|
2025
Q1 | $3.29M | Sell |
9,121
-543
| -6% | -$196K | 1.63% | 14 |
|
|
2024
Q4 | $3.88M | Buy |
9,664
+377
| +4% | +$151K | 1.9% | 12 |
|
|
2024
Q3 | $3.49M | Buy |
9,287
+1,153
| +14% | +$433K | 1.65% | 18 |
|
|
2024
Q2 | $2.96M | Sell |
8,134
-290
| -3% | -$106K | 1.48% | 20 |
|
|
2024
Q1 | $2.84M | Sell |
8,424
-280
| -3% | -$94.4K | 1.43% | 20 |
|
|
2023
Q4 | $2.64M | Sell |
8,704
-392
| -4% | -$119K | 1.44% | 19 |
|
|
2023
Q3 | $2.42M | Sell |
9,096
-635
| -7% | -$169K | 1.44% | 18 |
|
|
2023
Q2 | $2.68M | Sell |
9,731
-431
| -4% | -$119K | 1.51% | 18 |
|
|
2023
Q1 | $2.48M | Sell |
10,162
-824
| -8% | -$201K | 1.42% | 18 |
|
|
2022
Q4 | $2.35M | Sell |
10,986
-578
| -5% | -$124K | 1.36% | 19 |
|
|
2022
Q3 | $2.43M | Sell |
11,564
-61
| -0.5% | -$12.8K | 1.47% | 19 |
|
|
2022
Q2 | $2.54M | Sell |
11,625
-852
| -7% | -$186K | 1.52% | 16 |
|
|
2022
Q1 | $3.46M | Sell |
12,477
-307
| -2% | -$85.2K | 1.72% | 16 |
|
|
2021
Q4 | $3.91M | Sell |
12,784
-431
| -3% | -$132K | 1.85% | 16 |
|
|
2021
Q3 | $3.62M | Sell |
13,215
-520
| -4% | -$142K | 1.8% | 17 |
|
|
2021
Q2 | $3.73M | Sell |
13,735
-185
| -1% | -$50.2K | 1.85% | 19 |
|
|
2021
Q1 | $3.38M | Sell |
13,920
-917
| -6% | -$223K | 1.62% | 20 |
|
|
2020
Q4 | $3.58M | Sell |
14,837
-78
| -0.5% | -$18.8K | 1.79% | 18 |
|
|
2020
Q3 | $3.24M | Sell |
14,915
-3,197
| -18% | -$693K | 1.8% | 18 |
|
|
2020
Q2 | $3.48M | Buy |
18,112
+373
| +2% | +$71.6K | 2.16% | 17 |
|
|
2020
Q1 | $2.67M | Sell |
17,739
-915
| -5% | -$138K | 2.12% | 19 |
|
|
2019
Q4 | $3.28M | Sell |
18,654
-1,578
| -8% | -$278K | 2.17% | 17 |
|
|
2019
Q3 | $3.23M | Sell |
20,232
-660
| -3% | -$105K | 2.19% | 17 |
|
|
2019
Q2 | $3.37M | Sell |
20,892
-1,429
| -6% | -$231K | 2.36% | 16 |
|
|
2019
Q1 | $3.38M | Sell |
22,321
-2,109
| -9% | -$319K | 2.36% | 15 |
|
|
2018
Q4 | $3.2M | Sell |
24,430
-4,368
| -15% | -$572K | 2.56% | 15 |
|
|
2018
Q3 | $4.49M | Sell |
28,798
-9,889
| -26% | -$1.54M | 3.73% | 11 |
|
|
2018
Q2 | $5.56M | Sell |
38,687
-11,257
| -23% | -$1.62M | 5.23% | 10 |
|
|
2018
Q1 | $6.8M | Sell |
49,944
-3,990
| -7% | -$543K | 7.53% | 3 |
|
|
2017
Q4 | $7.26M | Buy |
+53,934
| New | +$7.26M | 9.61% | 4 |
|