Trivium Point Advisory’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 | $1.46M | Sell |
3,438
-12
| -0.3% | -$5.1K | 0.16% | 141 |
|
|
2025
Q1 | $1.25M | Buy |
3,450
+4
| +0.1% | +$1.44K | 0.15% | 149 |
|
|
2024
Q4 | $1.38M | Buy |
3,446
+2,765
| +406% | +$1.11M | 0.17% | 142 |
|
|
2024
Q3 | $271K | Buy |
681
+23
| +3% | +$9.16K | 0.04% | 293 |
|
|
2024
Q2 | $240K | Hold |
658
| – | – | 0.04% | 276 |
|
|
2024
Q1 | $222K | Buy |
+658
| New | +$222K | 0.05% | 205 |
|
|
2022
Q2 | – | Sell |
-2,112
| Closed | -$574K | – | 220 |
|
|
2022
Q1 | $574K | Buy |
2,112
+289
| +16% | +$78.5K | 0.13% | 157 |
|
|
2021
Q4 | $557K | Hold |
1,823
| – | – | 0.12% | 159 |
|
|
2021
Q3 | $509K | Sell |
1,823
-10
| -0.5% | -$2.79K | 0.12% | 151 |
|
|
2021
Q2 | $498K | Buy |
1,833
+118
| +7% | +$32.1K | 0.12% | 154 |
|
|
2021
Q1 | $417K | Sell |
1,715
-173
| -9% | -$42.1K | 0.11% | 152 |
|
|
2020
Q4 | $456K | Buy |
1,888
+209
| +12% | +$50.5K | 0.13% | 144 |
|
|
2020
Q3 | $364K | Buy |
1,679
+225
| +15% | +$48.8K | 0.13% | 137 |
|
|
2020
Q2 | $290K | Buy |
+1,454
| New | +$290K | 0.11% | 136 |
|