Wagner Wealth 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
Q2 | $13.6K | Hold |
32
| – | – | ﹤0.01% | 194 |
|
2025
Q1 | $11.6K | Hold |
32
| – | – | ﹤0.01% | 190 |
|
2024
Q4 | $12.9K | Hold |
32
| – | – | ﹤0.01% | 186 |
|
2024
Q3 | $12K | Buy |
+32
| New | +$12K | ﹤0.01% | 180 |
|
2024
Q1 | – | Sell |
-268
| Closed | -$81.3K | – | 264 |
|
2023
Q4 | $81.3K | Hold |
268
| – | – | 0.03% | 144 |
|
2023
Q3 | $71.3K | Hold |
268
| – | – | 0.03% | 136 |
|
2023
Q2 | $73.7K | Sell |
268
-100
| -27% | -$27.5K | 0.03% | 133 |
|
2023
Q1 | $89.9K | Buy |
368
+100
| +37% | +$24.4K | 0.04% | 132 |
|
2022
Q4 | $57.4K | Buy |
+268
| New | +$57.4K | 0.04% | 149 |
|
2022
Q3 | – | Sell |
-318
| Closed | -$70K | – | 732 |
|
2022
Q2 | $70K | Sell |
318
-854
| -73% | -$188K | 0.06% | 171 |
|
2022
Q1 | $326K | Buy |
1,172
+668
| +133% | +$186K | 0.23% | 93 |
|
2021
Q4 | $154K | Hold |
504
| – | – | 0.12% | 140 |
|
2021
Q3 | $150K | Hold |
504
| – | – | 0.12% | 141 |
|
2021
Q2 | $137K | Hold |
504
| – | – | 0.1% | 151 |
|
2021
Q1 | $122K | Hold |
504
| – | – | 0.1% | 151 |
|
2020
Q4 | $122K | Buy |
+504
| New | +$122K | 0.12% | 114 |
|
2018
Q3 | $79K | Hold |
504
| – | – | 0.05% | 215 |
|
2018
Q2 | $72K | Buy |
+504
| New | +$72K | 0.05% | 206 |
|