Trek Financial’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 | $595K | Buy |
1,401
+507
| +57% | +$215K | 0.04% | 247 |
|
|
2025
Q1 | $323K | Sell |
894
-1,563
| -64% | -$564K | 0.02% | 301 |
|
|
2024
Q4 | $987K | Buy |
2,457
+1,563
| +175% | +$628K | 0.07% | 193 |
|
|
2024
Q3 | $336K | Sell |
894
-61
| -6% | -$22.9K | 0.03% | 289 |
|
|
2024
Q2 | $348K | Buy |
955
+48
| +5% | +$17.5K | 0.03% | 283 |
|
|
2024
Q1 | $306K | Hold |
907
| – | – | 0.02% | 304 |
|
|
2023
Q4 | $275K | Sell |
907
-20
| -2% | -$6.06K | 0.02% | 252 |
|
|
2023
Q3 | $247K | Buy |
+927
| New | +$247K | 0.02% | 245 |
|
|
2022
Q1 | – | Sell |
-2,594
| Closed | -$793K | – | 250 |
|
|
2021
Q4 | $793K | Buy |
+2,594
| New | +$793K | 0.07% | 79 |
|
|
2021
Q1 | – | Sell |
-5,313
| Closed | -$1.28M | – | 228 |
|
|
2020
Q4 | $1.28M | Buy |
+5,313
| New | +$1.28M | 0.17% | 50 |
|