Univest Financial’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 | $341K | Sell |
803
-1,145
| -59% | -$486K | 0.02% | 216 |
|
|
2025
Q1 | $703K | Buy |
1,948
+1
| +0.1% | +$361 | 0.05% | 176 |
|
|
2024
Q4 | $782K | Sell |
1,947
-163
| -8% | -$65.5K | 0.05% | 167 |
|
|
2024
Q3 | $792K | Buy |
2,110
+1,307
| +163% | +$491K | 0.05% | 164 |
|
|
2024
Q2 | $293K | Hold |
803
| – | – | 0.08% | 106 |
|
|
2024
Q1 | $271K | Hold |
803
| – | – | 0.08% | 100 |
|
|
2023
Q4 | $243K | Buy |
+803
| New | +$243K | 0.07% | 110 |
|
|
2023
Q3 | – | Sell |
-777
| Closed | -$214K | – | 113 |
|
|
2023
Q2 | $214K | Buy |
+777
| New | +$214K | 0.06% | 107 |
|