Trust Company of Vermont’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 | $921K | Buy |
2,170
+803
| +59% | +$341K | 0.04% | 194 |
|
|
2025
Q1 | $494K | Buy |
1,367
+95
| +7% | +$34.3K | 0.02% | 245 |
|
|
2024
Q4 | $511K | Buy |
1,272
+8
| +0.6% | +$3.21K | 0.02% | 245 |
|
|
2024
Q3 | $474K | Buy |
1,264
+103
| +9% | +$38.7K | 0.02% | 236 |
|
|
2024
Q2 | $423K | Sell |
1,161
-2
| -0.2% | -$729 | 0.02% | 239 |
|
|
2024
Q1 | $392K | Buy |
1,163
+845
| +266% | +$285K | 0.02% | 245 |
|
|
2023
Q4 | $96.4K | Sell |
318
-1
| -0.3% | -$303 | 0.01% | 356 |
|
|
2023
Q3 | $84.9K | Buy |
319
+18
| +6% | +$4.79K | 0.01% | 385 |
|
|
2023
Q2 | $82.8K | Buy |
301
+76
| +34% | +$20.9K | 0.01% | 413 |
|
|
2023
Q1 | $55K | Hold |
225
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $48.2K | Hold |
225
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $47K | Sell |
225
-247
| -52% | -$51.6K | ﹤0.01% | 497 |
|
|
2022
Q2 | $103K | Buy |
+472
| New | +$103K | 0.01% | 386 |
|
|
2022
Q1 | – | Sell |
-472
| Closed | -$144K | – | 544 |
|
|
2021
Q4 | $144K | Buy |
+472
| New | +$144K | 0.01% | 354 |
|
|
2021
Q3 | – | Sell |
-513
| Closed | -$139K | – | 522 |
|
|
2021
Q2 | $139K | Buy |
513
+155
| +43% | +$42K | 0.01% | 354 |
|
|
2021
Q1 | $87K | Hold |
358
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $86K | Sell |
358
-27
| -7% | -$6.49K | 0.01% | 392 |
|
|
2020
Q3 | $84K | Sell |
385
-200
| -34% | -$43.6K | 0.01% | 381 |
|
|
2020
Q2 | $112K | Hold |
585
| – | – | 0.01% | 344 |
|
|
2020
Q1 | $88K | Hold |
585
| – | – | 0.01% | 370 |
|
|
2019
Q4 | $103K | Hold |
585
| – | – | 0.01% | 383 |
|
|
2019
Q3 | $93K | Hold |
585
| – | – | 0.01% | 407 |
|
|
2019
Q2 | $92K | Sell |
585
-225
| -28% | -$35.4K | 0.01% | 408 |
|
|
2019
Q1 | $123K | Hold |
810
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $106K | Hold |
810
| – | – | 0.01% | 377 |
|
|
2018
Q3 | $126K | Hold |
810
| – | – | 0.01% | 385 |
|
|
2018
Q2 | $116K | Sell |
810
-100
| -11% | -$14.3K | 0.01% | 393 |
|
|
2018
Q1 | $124K | Buy |
910
+582
| +177% | +$79.3K | 0.01% | 369 |
|
|
2017
Q4 | $44K | Buy |
328
+100
| +44% | +$13.4K | ﹤0.01% | 532 |
|
|
2017
Q3 | $29K | Hold |
228
| – | – | ﹤0.01% | 579 |
|
|
2017
Q2 | $27K | Hold |
228
| – | – | ﹤0.01% | 598 |
|
|
2017
Q1 | $26K | Sell |
228
-103
| -31% | -$11.7K | ﹤0.01% | 578 |
|
|
2016
Q4 | $35K | Hold |
331
| – | – | ﹤0.01% | 524 |
|
|
2016
Q3 | $35K | Buy |
331
+121
| +58% | +$12.8K | ﹤0.01% | 481 |
|
|
2016
Q2 | $21K | Sell |
210
-86
| -29% | -$8.6K | ﹤0.01% | 517 |
|
|
2016
Q1 | $30K | Sell |
296
-65
| -18% | -$6.59K | ﹤0.01% | 459 |
|
|
2015
Q4 | $36K | Sell |
361
-729
| -67% | -$72.7K | 0.01% | 433 |
|
|
2015
Q3 | $102K | Hold |
1,090
| – | – | 0.02% | 304 |
|
|
2015
Q2 | $108K | Buy |
+1,090
| New | +$108K | 0.02% | 305 |
|