United Capital Financial 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 | $34.9M | Sell |
82,263
-855
| -1% | -$363K | 0.28% | 78 |
|
|
2025
Q1 | $30M | Sell |
83,118
-734
| -0.9% | -$265K | 0.26% | 84 |
|
|
2024
Q4 | $33.7M | Sell |
83,852
-1,598
| -2% | -$642K | 0.28% | 78 |
|
|
2024
Q3 | $32.1M | Sell |
85,450
-1,704
| -2% | -$640K | 0.26% | 79 |
|
|
2024
Q2 | $31.8M | Sell |
87,154
-4,886
| -5% | -$1.78M | 0.27% | 75 |
|
|
2024
Q1 | $31M | Sell |
92,040
-7,989
| -8% | -$2.69M | 0.26% | 88 |
|
|
2023
Q4 | $30.3M | Sell |
100,029
-17,535
| -15% | -$5.32M | 0.25% | 90 |
|
|
2023
Q3 | $31.3M | Sell |
117,564
-10,918
| -8% | -$2.9M | 0.2% | 102 |
|
|
2023
Q2 | $35.4M | Sell |
128,482
-7,071
| -5% | -$1.95M | 0.19% | 104 |
|
|
2023
Q1 | $33.1M | Sell |
135,553
-11,594
| -8% | -$2.83M | 0.18% | 106 |
|
|
2022
Q4 | $31.5M | Sell |
147,147
-3,045
| -2% | -$652K | 0.18% | 118 |
|
|
2022
Q3 | $31.6M | Sell |
150,192
-7,931
| -5% | -$1.67M | 0.19% | 112 |
|
|
2022
Q2 | $34.6M | Buy |
158,123
+929
| +0.6% | +$203K | 0.19% | 110 |
|
|
2022
Q1 | $43.6M | Buy |
157,194
+10,060
| +7% | +$2.79M | 0.21% | 94 |
|
|
2021
Q4 | $45M | Sell |
147,134
-777
| -0.5% | -$237K | 0.21% | 104 |
|
|
2021
Q3 | $40.5M | Buy |
147,911
+7,061
| +5% | +$1.94M | 0.2% | 104 |
|
|
2021
Q2 | $38.2M | Buy |
140,850
+1,792
| +1% | +$486K | 0.19% | 110 |
|
|
2021
Q1 | $33.8M | Buy |
139,058
+1,432
| +1% | +$348K | 0.19% | 117 |
|
|
2020
Q4 | $33.2M | Buy |
137,626
+5,001
| +4% | +$1.21M | 0.2% | 107 |
|
|
2020
Q3 | $28.8M | Sell |
132,625
-6,212
| -4% | -$1.35M | 0.19% | 117 |
|
|
2020
Q2 | $26.7M | Sell |
138,837
-21,341
| -13% | -$4.1M | 0.19% | 114 |
|
|
2020
Q1 | $24.1M | Buy |
160,178
+7,593
| +5% | +$1.14M | 0.2% | 110 |
|
|
2019
Q4 | $26.8M | Buy |
152,585
+8,780
| +6% | +$1.54M | 0.17% | 131 |
|
|
2019
Q3 | $23M | Sell |
143,805
-11,530
| -7% | -$1.84M | 0.16% | 146 |
|
|
2019
Q2 | $24.4M | Buy |
155,335
+9,960
| +7% | +$1.57M | 0.16% | 134 |
|
|
2019
Q1 | $22M | Sell |
145,375
-20,423
| -12% | -$3.09M | 0.15% | 143 |
|
|
2018
Q4 | $21.7M | Buy |
165,798
+25,750
| +18% | +$3.37M | 0.17% | 123 |
|
|
2018
Q3 | $21.8M | Sell |
140,048
-9,269
| -6% | -$1.45M | 0.15% | 148 |
|
|
2018
Q2 | $21.5M | Sell |
149,317
-1,586
| -1% | -$228K | 0.16% | 142 |
|
|
2018
Q1 | $20.5M | Buy |
150,903
+53,333
| +55% | +$7.26M | 0.16% | 150 |
|
|
2017
Q4 | $13.2M | Sell |
97,570
-6,318
| -6% | -$855K | 0.1% | 239 |
|
|
2017
Q3 | $13M | Buy |
103,888
+812
| +0.8% | +$102K | 0.11% | 225 |
|
|
2017
Q2 | $12.3M | Sell |
103,076
-8,175
| -7% | -$973K | 0.11% | 222 |
|
|
2017
Q1 | $12.7M | Sell |
111,251
-20,234
| -15% | -$2.3M | 0.12% | 202 |
|
|
2016
Q4 | $13.8M | Buy |
131,485
+10,334
| +9% | +$1.08M | 0.13% | 172 |
|
|
2016
Q3 | $12.6M | Sell |
121,151
-11,085
| -8% | -$1.15M | 0.12% | 196 |
|
|
2016
Q2 | $13.2M | Sell |
132,236
-8,414
| -6% | -$841K | 0.13% | 168 |
|
|
2016
Q1 | $14M | Sell |
140,650
-23,307
| -14% | -$2.33M | 0.15% | 140 |
|
|
2015
Q4 | $16.3M | Buy |
163,957
+29,391
| +22% | +$2.92M | 0.19% | 114 |
|
|
2015
Q3 | $12.5M | Sell |
134,566
-14,865
| -10% | -$1.38M | 0.15% | 150 |
|
|
2015
Q2 | $14.8M | Buy |
149,431
+13,225
| +10% | +$1.31M | 0.17% | 134 |
|
|
2015
Q1 | $13.5M | Sell |
136,206
-8,279
| -6% | -$823K | 0.17% | 148 |
|
|
2014
Q4 | $13.8M | Sell |
144,485
-14,722
| -9% | -$1.41M | 0.21% | 122 |
|
|
2014
Q3 | $14.6M | Buy |
159,207
+54,854
| +53% | +$5.03M | 0.25% | 103 |
|
|
2014
Q2 | $9.49M | Sell |
104,353
-19,001
| -15% | -$1.73M | 0.18% | 149 |
|
|
2014
Q1 | $10.7M | Sell |
123,354
-10,095
| -8% | -$874K | 0.23% | 103 |
|
|
2013
Q4 | $11.5M | Buy |
133,449
+5,609
| +4% | +$482K | 0.39% | 71 |
|
|
2013
Q3 | $10M | Sell |
127,840
-21,309
| -14% | -$1.67M | 0.32% | 70 |
|
|
2013
Q2 | $10.8M | Buy |
+149,149
| New | +$10.8M | 0.29% | 92 |
|