Valley Forge Investment Consultants’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 | $5.05M | Sell |
11,898
-159
| -1% | -$67.5K | 1.62% | 10 |
|
|
2025
Q1 | $4.35M | Sell |
12,057
-105
| -0.9% | -$37.9K | 1.55% | 11 |
|
|
2024
Q4 | $4.88M | Buy |
12,162
+27
| +0.2% | +$10.8K | 1.68% | 10 |
|
|
2024
Q3 | $4.56M | Sell |
12,135
-175
| -1% | -$65.7K | 1.59% | 11 |
|
|
2024
Q2 | $4.49M | Sell |
12,310
-4
| -0% | -$1.46K | 1.7% | 11 |
|
|
2024
Q1 | $4.15M | Sell |
12,314
-2,146
| -15% | -$723K | 1.62% | 11 |
|
|
2023
Q4 | $4.38M | Buy |
14,460
+30
| +0.2% | +$9.1K | 1.95% | 11 |
|
|
2023
Q3 | $3.84M | Sell |
14,430
-1,750
| -11% | -$465K | 1.75% | 11 |
|
|
2023
Q2 | $4.45M | Sell |
16,180
-32
| -0.2% | -$8.81K | 2.19% | 10 |
|
|
2023
Q1 | $3.96M | Sell |
16,212
-1,696
| -9% | -$414K | 2.05% | 11 |
|
|
2022
Q4 | $3.84M | Buy |
17,908
+73
| +0.4% | +$15.6K | 2.02% | 11 |
|
|
2022
Q3 | $3.75M | Sell |
17,835
-1,208
| -6% | -$254K | 2.06% | 10 |
|
|
2022
Q2 | $4.17M | Buy |
19,043
+53
| +0.3% | +$11.6K | 2.08% | 9 |
|
|
2022
Q1 | $5.27M | Buy |
18,990
+21
| +0.1% | +$5.83K | 2.17% | 9 |
|
|
2021
Q4 | $5.8M | Buy |
18,969
+755
| +4% | +$231K | 2.56% | 8 |
|
|
2021
Q3 | $4.99M | Buy |
18,214
+2,465
| +16% | +$675K | 2.68% | 9 |
|
|
2021
Q2 | $4.28M | Buy |
15,749
+500
| +3% | +$136K | 2.31% | 9 |
|
|
2021
Q1 | $3.71M | Buy |
15,249
+1,869
| +14% | +$454K | 2.54% | 8 |
|
|
2020
Q4 | $3.23M | Buy |
+13,380
| New | +$3.23M | 2.81% | 10 |
|