Venturi Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.96M | Sell |
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|
2025
Q2 | $21.5M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.57M | Hold |
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|
2024
Q3 | $1.47M | Hold |
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|
2024
Q2 | $1.43M | Hold |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.19M | Hold |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $973K | Sell |
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|
2022
Q4 | $861K | Buy |
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|
2022
Q3 | $734K | Sell |
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|
2022
Q2 | $878K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.2M | Hold |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $328K | Sell |
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|
2019
Q2 | $421K | Buy |
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|
2019
Q1 | $253K | Sell |
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|
2018
Q4 | $309K | Buy |
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|
2018
Q3 | $259K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $225K | Hold |
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|
2017
Q4 | $223K | Sell |
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|
2017
Q3 | $217K | Buy |
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