Valeo 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 | $13.2M | Buy |
32,272
+1,448
| +5% | +$593K | 0.32% | 37 |
|
|
2025
Q1 | $11.1M | Sell |
30,824
-909
| -3% | -$328K | 0.31% | 41 |
|
|
2024
Q4 | $12.7M | Sell |
31,733
-675
| -2% | -$271K | 0.35% | 36 |
|
|
2024
Q3 | $12.2M | Buy |
32,408
+215
| +0.7% | +$80.7K | 0.35% | 37 |
|
|
2024
Q2 | $11.7M | Buy |
32,193
+140
| +0.4% | +$51K | 0.37% | 34 |
|
|
2024
Q1 | $10.4M | Sell |
32,053
-444
| -1% | -$144K | 0.37% | 33 |
|
|
2023
Q4 | $9.85M | Buy |
32,497
+534
| +2% | +$162K | 0.4% | 31 |
|
|
2023
Q3 | $8.5M | Buy |
31,963
+116
| +0.4% | +$30.9K | 0.39% | 35 |
|
|
2023
Q2 | $8.76M | Sell |
31,847
-1,112
| -3% | -$306K | 0.4% | 33 |
|
|
2023
Q1 | $8.05M | Sell |
32,959
-1,516
| -4% | -$370K | 0.39% | 36 |
|
|
2022
Q4 | $7.39M | Buy |
34,475
+386
| +1% | +$82.7K | 0.41% | 33 |
|
|
2022
Q3 | $7.17M | Buy |
34,089
+1,694
| +5% | +$356K | 0.46% | 32 |
|
|
2022
Q2 | $7.49M | Buy |
32,395
+1,472
| +5% | +$340K | 0.47% | 32 |
|
|
2022
Q1 | $9.1M | Sell |
30,923
-4,589
| -13% | -$1.35M | 0.46% | 31 |
|
|
2021
Q4 | $10.9M | Sell |
35,512
-305
| -0.9% | -$93.2K | 0.59% | 28 |
|
|
2021
Q3 | $9.82M | Sell |
35,817
-884
| -2% | -$242K | 0.56% | 28 |
|
|
2021
Q2 | $9.96M | Sell |
36,701
-710
| -2% | -$193K | 0.6% | 27 |
|
|
2021
Q1 | $9.09M | Buy |
37,411
+539
| +1% | +$131K | 0.42% | 35 |
|
|
2020
Q4 | $8.89M | Sell |
36,872
-400
| -1% | -$96.5K | 0.46% | 32 |
|
|
2020
Q3 | $8.08M | Buy |
37,272
+567
| +2% | +$123K | 0.71% | 17 |
|
|
2020
Q2 | $7.05M | Sell |
36,705
-454
| -1% | -$87.1K | 0.64% | 23 |
|
|
2020
Q1 | $5.98M | Sell |
37,159
-704
| -2% | -$113K | 0.64% | 26 |
|
|
2019
Q4 | $6.66M | Buy |
37,863
+864
| +2% | +$152K | 0.65% | 27 |
|
|
2019
Q3 | $5.91M | Sell |
36,999
-655
| -2% | -$105K | 0.65% | 27 |
|
|
2019
Q2 | $5.93M | Sell |
37,654
-1,108
| -3% | -$174K | 0.68% | 25 |
|
|
2019
Q1 | $5.87M | Sell |
38,762
-347
| -0.9% | -$52.5K | 0.71% | 25 |
|
|
2018
Q4 | $5.12M | Sell |
39,109
-416
| -1% | -$54.5K | 0.72% | 26 |
|
|
2018
Q3 | $5.61M | Buy |
39,525
+6,009
| +18% | +$853K | 0.76% | 24 |
|
|
2018
Q2 | $5.03M | Buy |
33,516
+643
| +2% | +$96.5K | 0.71% | 27 |
|
|
2018
Q1 | $4.47M | Sell |
32,873
-854
| -3% | -$116K | 0.72% | 25 |
|
|
2017
Q4 | $4.54M | Buy |
33,727
+684
| +2% | +$92.1K | 0.75% | 25 |
|
|
2017
Q3 | $4.13M | Buy |
+33,043
| New | +$4.13M | 0.94% | 15 |
|