Waterloo Capital’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 | $545K | Sell |
1,283
-291
| -18% | -$124K | 0.04% | 258 |
|
|
2025
Q1 | $568K | Buy |
1,574
+41
| +3% | +$14.8K | 0.05% | 231 |
|
|
2024
Q4 | $616K | Sell |
1,533
-74
| -5% | -$29.7K | 0.06% | 205 |
|
|
2024
Q3 | $603K | Sell |
1,607
-66
| -4% | -$24.8K | 0.07% | 210 |
|
|
2024
Q2 | $610K | Hold |
1,673
| – | – | 0.07% | 198 |
|
|
2024
Q1 | $564K | Hold |
1,673
| – | – | 0.07% | 207 |
|
|
2023
Q4 | $507K | Hold |
1,673
| – | – | 0.08% | 209 |
|
|
2023
Q3 | $445K | Sell |
1,673
-3,902
| -70% | -$1.04M | 0.13% | 108 |
|
|
2023
Q2 | $1.53M | Buy |
5,575
+2,733
| +96% | +$752K | 0.45% | 41 |
|
|
2023
Q1 | $694K | Buy |
+2,842
| New | +$694K | 0.21% | 70 |
|
|
2020
Q1 | $633K | Buy |
+4,199
| New | +$633K | 0.45% | 51 |
|