V Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,616
| Closed | -$1.83M | – | 234 |
|
|
2023
Q2 | $1.83M | Sell |
26,616
-2,488
| -9% | -$158K | 0.31% | 71 |
|
|
2023
Q1 | $1.78M | Sell |
29,104
-468
| -2% | -$27K | 0.33% | 67 |
|
|
2022
Q4 | $1.58M | Sell |
29,572
-2,208
| -7% | -$121K | 0.33% | 68 |
|
|
2022
Q3 | $1.67M | Buy |
31,780
+248
| +0.8% | +$14.6K | 0.33% | 64 |
|
|
2022
Q2 | $1.72M | Buy |
31,532
+1,076
| +4% | +$64.6K | 0.33% | 74 |
|
|
2022
Q1 | $2.11M | Sell |
30,456
-5,388
| -15% | -$368K | 0.34% | 61 |
|
|
2021
Q4 | $2.74M | Sell |
35,844
-1,984
| -5% | -$147K | 0.4% | 49 |
|
|
2021
Q3 | $2.59M | Sell |
37,828
-1,116
| -3% | -$78.9K | 0.4% | 50 |
|
|
2021
Q2 | $2.64M | Sell |
38,944
-2,076
| -5% | -$134K | 0.42% | 48 |
|
|
2021
Q1 | $2.49M | Sell |
41,020
-32
| -0.1% | -$1.95K | 0.46% | 41 |
|
|
2020
Q4 | $2.48M | Buy |
+41,052
| New | +$2.34M | 0.51% | 34 |
|
|
2020
Q3 | – | Sell |
-37,840
| Closed | -$1.82M | – | 249 |
|
|
2020
Q2 | $1.82M | Sell |
37,840
-500
| -1% | -$22K | 0.47% | 44 |
|
|
2020
Q1 | $1.44M | Sell |
38,340
-1,476
| -4% | -$63.6K | 0.45% | 47 |
|
|
2019
Q4 | $1.59M | Hold |
39,816
| – | – | 0.57% | 42 |
|
|
2019
Q3 | $1.59M | Sell |
39,816
-520
| -1% | -$20.8K | 0.57% | 42 |
|
|
2019
Q2 | $1.59M | Sell |
40,336
-464
| -1% | -$18K | 0.6% | 45 |
|
|
2019
Q1 | $1.61M | Sell |
40,800
-2,808
| -6% | -$101K | 0.65% | 42 |
|
|
2018
Q4 | $1.47M | Sell |
43,608
-1,984
| -4% | -$69.9K | 0.75% | 37 |
|
|
2018
Q3 | $1.78M | Buy |
45,592
+1,776
| +4% | +$67.3K | 0.82% | 34 |
|
|
2018
Q2 | $1.62M | Sell |
43,816
-892
| -2% | -$31.5K | 0.91% | 32 |
|
|
2018
Q1 | $1.48M | Sell |
44,708
-2,968
| -6% | -$104K | 0.79% | 41 |
|
|
2017
Q4 | $1.67M | Sell |
47,676
-3,448
| -7% | -$113K | 0.84% | 39 |
|
|
2017
Q3 | $1.6M | Sell |
51,124
-644
| -1% | -$19.7K | 0.81% | 38 |
|
|
2017
Q2 | $1.54M | Sell |
51,768
-224
| -0.4% | -$6.58K | 0.72% | 43 |
|
|
2017
Q1 | $1.48M | Sell |
51,992
-4,464
| -8% | -$124K | 0.91% | 37 |
|
|
2016
Q4 | $1.48M | Sell |
56,456
-528
| -0.9% | -$13.7K | 1.08% | 30 |
|
|
2016
Q3 | $1.49M | Sell |
56,984
-22,476
| -28% | -$584K | 1.2% | 25 |
|
|
2016
Q2 | $2M | Sell |
79,460
-6,536
| -8% | -$163K | 1.64% | 11 |
|
|
2016
Q1 | $2.15M | Buy |
+85,996
| New | +$2.03M | 1.72% | 10 |
|
Other funds holding IWF
V Wealth Advisors's IWF Position: Q3 2023 in Review
V Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 26,616 shares — an estimated $1.83M sold.
V Wealth Advisors first reported a position in IWF in Q1 2016 and held it in 29 quarters. The position peaked at $2.74M in Q4 2021. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.
- V Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
- V Wealth Advisors sold 26,616 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $1.83M.
- V Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and held it in 29 quarters.
- V Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $2.74M in Q4 2021.
- 1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.