Traphagen Investment Advisors’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 | $810K | Buy |
1,908
+1
| +0.1% | +$424 | 0.08% | 85 |
|
|
2025
Q1 | $689K | Sell |
1,907
-72
| -4% | -$26K | 0.07% | 92 |
|
|
2024
Q4 | $795K | Buy |
1,979
+69
| +4% | +$27.7K | 0.08% | 85 |
|
|
2024
Q3 | $717K | Sell |
1,910
-255
| -12% | -$95.7K | 0.07% | 85 |
|
|
2024
Q2 | $789K | Sell |
2,165
-48
| -2% | -$17.5K | 0.09% | 79 |
|
|
2024
Q1 | $746K | Buy |
2,213
+1
| +0% | +$337 | 0.08% | 81 |
|
|
2023
Q4 | $671K | Buy |
2,212
+249
| +13% | +$75.5K | 0.08% | 80 |
|
|
2023
Q3 | $522K | Hold |
1,963
| – | – | 0.07% | 81 |
|
|
2023
Q2 | $540K | Buy |
1,963
+21
| +1% | +$5.78K | 0.07% | 82 |
|
|
2023
Q1 | $475K | Sell |
1,942
-26
| -1% | -$6.35K | 0.07% | 87 |
|
|
2022
Q4 | $422K | Sell |
1,968
-49
| -2% | -$10.5K | 0.07% | 89 |
|
|
2022
Q3 | $424K | Buy |
2,017
+206
| +11% | +$43.3K | 0.08% | 75 |
|
|
2022
Q2 | $396K | Hold |
1,811
| – | – | 0.07% | 85 |
|
|
2022
Q1 | $503K | Buy |
+1,811
| New | +$503K | 0.08% | 73 |
|