Tradition 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 | $20M | Sell |
47,058
-203
| -0.4% | -$86.2K | 1.6% | 13 |
|
2025
Q1 | $17.1M | Sell |
47,261
-654
| -1% | -$236K | 1.5% | 17 |
|
2024
Q4 | $19.2M | Sell |
47,915
-813
| -2% | -$326K | 1.7% | 12 |
|
2024
Q3 | $18.3M | Sell |
48,728
-486
| -1% | -$182K | 1.63% | 14 |
|
2024
Q2 | $17.9M | Sell |
49,214
-503
| -1% | -$183K | 1.73% | 13 |
|
2024
Q1 | $16.8M | Buy |
+49,717
| New | +$16.8M | 1.7% | 15 |
|
2022
Q2 | – | Sell |
-52,242
| Closed | -$14.5M | – | 1113 |
|
2022
Q1 | $14.5M | Sell |
52,242
-73
| -0.1% | -$20.3K | 1.85% | 9 |
|
2021
Q4 | $16M | Sell |
52,315
-20,447
| -28% | -$6.25M | 2.01% | 7 |
|
2021
Q3 | $19.9M | Buy |
72,762
+38,583
| +113% | +$10.6M | 2.84% | 3 |
|
2021
Q2 | $9.28M | Buy |
34,179
+19,871
| +139% | +$5.39M | 1.39% | 14 |
|
2021
Q1 | $3.48M | Hold |
14,308
| – | – | 0.6% | 51 |
|
2020
Q4 | $3.45M | Buy |
+14,308
| New | +$3.45M | 0.67% | 44 |
|