UFA
US Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.92M | Sell |
24,709
-503
| -2% | -$182K | 2.64% | 13 |
|
|
2024
Q4 | $10.1M | Buy |
25,212
+414
| +2% | +$166K | 3.11% | 11 |
|
|
2024
Q3 | $9.31M | Buy |
24,798
+410
| +2% | +$154K | 2.9% | 12 |
|
|
2024
Q2 | $8.89M | Sell |
24,388
-3,812
| -14% | -$1.39M | 2.98% | 12 |
|
|
2024
Q1 | $9.5M | Buy |
28,200
+158
| +0.6% | +$53.3K | 3.29% | 11 |
|
|
2023
Q4 | $8.5M | Buy |
28,042
+571
| +2% | +$173K | 3.17% | 11 |
|
|
2023
Q3 | $7.31M | Buy |
27,471
+1,056
| +4% | +$281K | 3.04% | 13 |
|
|
2023
Q2 | $7.27M | Sell |
26,415
-15,328
| -37% | -$4.22M | 3.09% | 12 |
|
|
2023
Q1 | $10.2M | Buy |
41,743
+12,085
| +41% | +$2.95M | 4.55% | 8 |
|
|
2022
Q4 | $6.35M | Sell |
29,658
-1,470
| -5% | -$315K | 3.19% | 12 |
|
|
2022
Q3 | $6.55M | Buy |
31,128
+2,360
| +8% | +$497K | 3.67% | 12 |
|
|
2022
Q2 | $6.29M | Sell |
28,768
-10,724
| -27% | -$2.35M | 3.53% | 12 |
|
|
2022
Q1 | $11M | Buy |
39,492
+20,025
| +103% | +$5.56M | 5.27% | 4 |
|
|
2021
Q4 | $5.95M | Buy |
19,467
+11,039
| +131% | +$3.37M | 2.71% | 14 |
|
|
2021
Q3 | $2.31M | Sell |
8,428
-281
| -3% | -$77K | 1.14% | 21 |
|
|
2021
Q2 | $2.36M | Sell |
8,709
-30,607
| -78% | -$8.31M | 1.15% | 21 |
|
|
2021
Q1 | $9.56M | Sell |
39,316
-23,764
| -38% | -$5.78M | 2.65% | 11 |
|
|
2020
Q4 | $15.2M | Buy |
+63,080
| New | +$15.2M | 4.59% | 6 |
|
|
2016
Q1 | – | Sell |
-737
| Closed | -$73K | – | 549 |
|
|
2015
Q4 | $73K | Hold |
737
| – | – | 0.07% | 113 |
|
|
2015
Q3 | $69K | Sell |
737
-73
| -9% | -$6.83K | 0.11% | 89 |
|
|
2015
Q2 | $80K | Buy |
810
+73
| +10% | +$7.21K | 0.08% | 78 |
|
|
2015
Q1 | $73K | Buy |
+737
| New | +$73K | 0.07% | 86 |
|