Van Hulzen Asset Management’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
Q1 | – | Sell |
-428
| Closed | -$172K | – | 697 |
|
2024
Q4 | $172K | Buy |
+428
| New | +$172K | 0.01% | 328 |
|
2021
Q1 | – | Sell |
-2,005
| Closed | -$483K | – | 291 |
|
2020
Q4 | $483K | Hold |
2,005
| – | – | 0.07% | 147 |
|
2020
Q3 | $435K | Sell |
2,005
-937
| -32% | -$203K | 0.07% | 147 |
|
2020
Q2 | $565K | Sell |
2,942
-1,777
| -38% | -$341K | 0.08% | 116 |
|
2020
Q1 | $711K | Sell |
4,719
-1,661
| -26% | -$250K | 0.15% | 91 |
|
2019
Q4 | $1.12M | Buy |
6,380
+174
| +3% | +$30.6K | 0.22% | 86 |
|
2019
Q3 | $991K | Buy |
6,206
+1,444
| +30% | +$231K | 0.21% | 86 |
|
2019
Q2 | $749K | Buy |
4,762
+912
| +24% | +$143K | 0.16% | 96 |
|
2019
Q1 | $583K | Hold |
3,850
| – | – | 0.16% | 98 |
|
2018
Q4 | $504K | Sell |
3,850
-185
| -5% | -$24.2K | 0.15% | 106 |
|
2018
Q3 | $629K | Hold |
4,035
| – | – | 0.17% | 102 |
|
2018
Q2 | $580K | Buy |
4,035
+2,510
| +165% | +$361K | 0.17% | 92 |
|
2018
Q1 | $208K | Buy |
+1,525
| New | +$208K | 0.06% | 182 |
|