TFA
Transamerica Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
7,154
+2,194
| +44% | +$931K | 0.29% | 83 |
|
|
2025
Q1 | $1.79M | Buy |
4,960
+660
| +15% | +$238K | 0.18% | 115 |
|
|
2024
Q4 | $1.73M | Buy |
4,300
+125
| +3% | +$50.2K | 0.17% | 113 |
|
|
2024
Q3 | $1.57M | Sell |
4,175
-232
| -5% | -$87.1K | 0.15% | 122 |
|
|
2024
Q2 | $1.61M | Hold |
4,407
| – | – | 0.17% | 107 |
|
|
2024
Q1 | $1.49M | Sell |
4,407
-45
| -1% | -$15.2K | 0.15% | 120 |
|
|
2023
Q4 | $1.35M | Sell |
4,452
-519
| -10% | -$157K | 0.19% | 89 |
|
|
2023
Q3 | $1.32M | Sell |
4,971
-490
| -9% | -$130K | 0.18% | 104 |
|
|
2023
Q2 | $1.5M | Sell |
5,461
-643
| -11% | -$177K | 0.19% | 94 |
|
|
2023
Q1 | $1.49M | Buy |
6,104
+434
| +8% | +$106K | 0.2% | 89 |
|
|
2022
Q4 | $1.22M | Sell |
5,670
-1,023
| -15% | -$219K | 0.17% | 107 |
|
|
2022
Q3 | $1.41M | Buy |
6,693
+467
| +8% | +$98.3K | 0.21% | 79 |
|
|
2022
Q2 | $1.36M | Buy |
+6,226
| New | +$1.36M | 0.19% | 81 |
|
|
2022
Q1 | – | Sell |
-38
| Closed | -$12K | – | 122 |
|
|
2021
Q4 | $12K | Sell |
38
-1
| -3% | -$316 | 0.32% | 40 |
|
|
2021
Q3 | $11K | Sell |
39
-2
| -5% | -$564 | 0.31% | 41 |
|
|
2021
Q2 | $11K | Sell |
41
-2
| -5% | -$537 | 0.27% | 42 |
|
|
2021
Q1 | $11K | Sell |
43
-2
| -4% | -$512 | 0.27% | 43 |
|
|
2020
Q4 | $11K | Sell |
45
-3
| -6% | -$733 | 0.23% | 45 |
|
|
2020
Q3 | $11K | Sell |
48
-3,746
| -99% | -$858K | 0.2% | 45 |
|
|
2020
Q2 | $729K | Buy |
3,794
+3,734
| +6,223% | +$717K | 0.16% | 85 |
|
|
2020
Q1 | $9K | Sell |
60
-18
| -23% | -$2.7K | 0.16% | 48 |
|
|
2019
Q4 | $14K | Buy |
78
+2
| +3% | +$359 | 0.19% | 44 |
|
|
2019
Q3 | $13K | Sell |
76
-10,314
| -99% | -$1.76M | 0.17% | 43 |
|
|
2019
Q2 | $1.64M | Buy |
10,390
+9,877
| +1,925% | +$1.55M | 0.35% | 67 |
|
|
2019
Q1 | $78K | Sell |
513
-13,975
| -96% | -$2.12M | 0.46% | 34 |
|
|
2018
Q4 | $1.9M | Buy |
14,488
+806
| +6% | +$106K | 0.49% | 49 |
|
|
2018
Q3 | $2.14M | Sell |
13,682
-4,764
| -26% | -$743K | 0.45% | 57 |
|
|
2018
Q2 | $2.65M | Buy |
18,446
+3,883
| +27% | +$558K | 0.59% | 48 |
|
|
2018
Q1 | $1.98M | Sell |
14,563
-5,607
| -28% | -$763K | 0.29% | 101 |
|
|
2017
Q4 | $2.72M | Buy |
20,170
+3,010
| +18% | +$405K | 0.36% | 86 |
|
|
2017
Q3 | $2.15M | Sell |
17,160
-1,359
| -7% | -$170K | 0.27% | 109 |
|
|
2017
Q2 | $2.21M | Buy |
18,519
+9,941
| +116% | +$1.18M | 0.3% | 97 |
|
|
2017
Q1 | $977K | Sell |
8,578
-661
| -7% | -$75.3K | 0.12% | 150 |
|
|
2016
Q4 | $970K | Buy |
9,239
+312
| +3% | +$32.8K | 0.12% | 149 |
|
|
2016
Q3 | $930K | Sell |
8,927
-5,131
| -36% | -$535K | 0.1% | 157 |
|
|
2016
Q2 | $1.41M | Buy |
14,058
+530
| +4% | +$53.2K | 0.14% | 138 |
|
|
2016
Q1 | $1.35M | Sell |
13,528
-1,628
| -11% | -$162K | 0.11% | 150 |
|
|
2015
Q4 | $1.51M | Buy |
15,156
+5,198
| +52% | +$517K | 0.11% | 139 |
|
|
2015
Q3 | $927K | Sell |
9,958
-2,771
| -22% | -$258K | 0.07% | 162 |
|
|
2015
Q2 | $1.26M | Sell |
12,729
-10,487
| -45% | -$1.04M | 0.09% | 156 |
|
|
2015
Q1 | $2.3M | Sell |
23,216
-525,886
| -96% | -$52M | 0.16% | 118 |
|
|
2014
Q4 | $52.5M | Buy |
549,102
+24,975
| +5% | +$2.39M | 4.12% | 7 |
|
|
2014
Q3 | $48M | Buy |
524,127
+9,082
| +2% | +$832K | 4.34% | 8 |
|
|
2014
Q2 | $46.8M | Buy |
515,045
+47,661
| +10% | +$4.33M | 4.08% | 9 |
|
|
2014
Q1 | $40.4M | Sell |
467,384
-9,096
| -2% | -$787K | 4.02% | 7 |
|
|
2013
Q4 | $41M | Buy |
476,480
+16,633
| +4% | +$1.43M | 4.45% | 2 |
|
|
2013
Q3 | $36M | Buy |
459,847
+7,217
| +2% | +$564K | 4.67% | 2 |
|
|
2013
Q2 | $32.9M | Buy |
+452,630
| New | +$32.9M | 5.38% | 2 |
|