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