U.S. Capital 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 | $2.92M | Sell |
6,866
-166
| -2% | -$70.5K | 0.09% | 229 |
|
|
2025
Q1 | $2.54M | Sell |
7,032
-23
| -0.3% | -$8.31K | 0.08% | 245 |
|
|
2024
Q4 | $2.83M | Buy |
7,055
+3,375
| +92% | +$1.36M | 0.09% | 235 |
|
|
2024
Q3 | $1.38M | Sell |
3,680
-545
| -13% | -$205K | 0.05% | 315 |
|
|
2024
Q2 | $1.54M | Sell |
4,225
-515
| -11% | -$188K | 0.06% | 283 |
|
|
2024
Q1 | $1.6M | Sell |
4,740
-2,182
| -32% | -$735K | 0.06% | 267 |
|
|
2023
Q4 | $2.1M | Sell |
6,922
-481
| -6% | -$146K | 0.08% | 215 |
|
|
2023
Q3 | $1.97M | Sell |
7,403
-448
| -6% | -$119K | 0.09% | 197 |
|
|
2023
Q2 | $2.16M | Sell |
7,851
-3,736
| -32% | -$1.03M | 0.1% | 198 |
|
|
2023
Q1 | $2.83M | Buy |
11,587
+1,943
| +20% | +$475K | 0.13% | 151 |
|
|
2022
Q4 | $2.07M | Buy |
9,644
+2,053
| +27% | +$440K | 0.1% | 198 |
|
|
2022
Q3 | $1.6M | Buy |
7,591
+672
| +10% | +$141K | 0.08% | 232 |
|
|
2022
Q2 | $1.51M | Buy |
6,919
+1,431
| +26% | +$313K | 0.07% | 270 |
|
|
2022
Q1 | $1.52M | Buy |
5,488
+954
| +21% | +$265K | 0.06% | 320 |
|
|
2021
Q4 | $1.39M | Sell |
4,534
-106
| -2% | -$32.4K | 0.05% | 331 |
|
|
2021
Q3 | $1.27M | Buy |
+4,640
| New | +$1.27M | 0.06% | 339 |
|