Vance Wealth’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 | $4.84M | Buy |
11,398
+5,009
| +78% | +$2.13M | 1.63% | 12 |
|
2025
Q1 | $2.31M | Sell |
6,389
-1,245
| -16% | -$450K | 0.87% | 29 |
|
2024
Q4 | $3.07M | Sell |
7,634
-197
| -3% | -$79.1K | 1.18% | 19 |
|
2024
Q3 | $2.94M | Sell |
7,831
-520
| -6% | -$195K | 1.11% | 19 |
|
2024
Q2 | $3.04M | Sell |
8,351
-221
| -3% | -$80.6K | 1.25% | 18 |
|
2024
Q1 | $2.89M | Sell |
8,572
-86
| -1% | -$29K | 1.15% | 23 |
|
2023
Q4 | $2.62M | Sell |
8,658
-1,406
| -14% | -$426K | 1.14% | 24 |
|
2023
Q3 | $2.68M | Sell |
10,064
-418
| -4% | -$111K | 1.25% | 24 |
|
2023
Q2 | $2.88M | Sell |
10,482
-214
| -2% | -$58.9K | 1.31% | 23 |
|
2023
Q1 | $2.61M | Sell |
10,696
-1,052
| -9% | -$257K | 1.4% | 22 |
|
2022
Q4 | $2.52M | Sell |
11,748
-2,158
| -16% | -$462K | 1.57% | 17 |
|
2022
Q3 | $2.93M | Buy |
13,906
+1,192
| +9% | +$251K | 2.25% | 10 |
|
2022
Q2 | $2.78M | Buy |
+12,714
| New | +$2.78M | 2.15% | 9 |
|