TRUE Private Wealth 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 | $856K | Hold |
2,015
| – | – | 0.1% | 113 |
|
|
2025
Q1 | $728K | Hold |
2,015
| – | – | 0.09% | 109 |
|
|
2024
Q4 | $809K | Hold |
2,015
| – | – | 0.1% | 106 |
|
|
2024
Q3 | $756K | Sell |
2,015
-110
| -5% | -$41.3K | 0.09% | 102 |
|
|
2024
Q2 | $775K | Sell |
2,125
-120
| -5% | -$43.7K | 0.09% | 118 |
|
|
2024
Q1 | $757K | Hold |
2,245
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $681K | Buy |
+2,245
| New | +$681K | 0.09% | 123 |
|
|
2022
Q2 | – | Sell |
-788
| Closed | -$200K | – | 237 |
|
|
2022
Q1 | $200K | Hold |
788
| – | – | 0.03% | 228 |
|
|
2021
Q4 | $240K | Hold |
788
| – | – | 0.03% | 232 |
|
|
2021
Q3 | $215K | Buy |
+788
| New | +$215K | 0.03% | 226 |
|
|
2021
Q1 | – | Sell |
-684
| Closed | -$164K | – | 466 |
|
|
2020
Q4 | $164K | Sell |
684
-37
| -5% | -$8.87K | 0.03% | 212 |
|
|
2020
Q3 | $156K | Hold |
721
| – | – | 0.03% | 205 |
|
|
2020
Q2 | $138K | Hold |
721
| – | – | 0.03% | 209 |
|
|
2020
Q1 | $108K | Sell |
721
-23
| -3% | -$3.45K | 0.02% | 199 |
|
|
2019
Q4 | $130K | Buy |
+744
| New | +$130K | 0.02% | 260 |
|
|
2019
Q3 | – | Sell |
-514
| Closed | -$80K | – | 479 |
|
|
2019
Q2 | $80K | Buy |
+514
| New | +$80K | 0.01% | 289 |
|
|
2019
Q1 | – | Sell |
-3,202
| Closed | -$419K | – | 228 |
|
|
2018
Q4 | $419K | Buy |
3,202
+114
| +4% | +$14.9K | 0.07% | 153 |
|
|
2018
Q3 | $483K | Buy |
3,088
+152
| +5% | +$23.8K | 0.07% | 170 |
|
|
2018
Q2 | $422K | Buy |
2,936
+454
| +18% | +$65.3K | 0.07% | 180 |
|
|
2018
Q1 | $337K | Sell |
2,482
-35
| -1% | -$4.75K | 0.06% | 173 |
|
|
2017
Q4 | $339K | Buy |
+2,517
| New | +$339K | 0.06% | 171 |
|