Waverly Advisors’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
Q2 | $66M | Sell |
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|
2025
Q1 | $56.2M | Sell |
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|
2024
Q4 | $64.9M | Buy |
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|
2024
Q3 | $57.7M | Sell |
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|
2024
Q2 | $63.1M | Sell |
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|
2024
Q1 | $59.9M | Buy |
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|
2023
Q4 | $52.7M | Sell |
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|
2023
Q3 | $48M | Sell |
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|
2023
Q2 | $50.8M | Sell |
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|
2023
Q1 | $46.3M | Sell |
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|
2022
Q4 | $43.4M | Buy |
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|
2022
Q3 | $36.9M | Buy |
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|
2022
Q2 | $6.78M | Sell |
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|
2022
Q1 | $9.07M | Buy |
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|
2021
Q4 | $7.94M | Sell |
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|
2021
Q3 | $8.87M | Sell |
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|
2021
Q2 | $8.44M | Sell |
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|
2021
Q1 | $7.91M | Sell |
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|
2020
Q4 | $9.22M | Sell |
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|
2020
Q3 | $7.86M | Sell |
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|
2020
Q2 | $8.2M | Sell |
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|
2020
Q1 | $7.29M | Buy |
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|
2019
Q4 | $8.92M | Sell |
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|
2019
Q3 | $7.94M | Sell |
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|
2019
Q2 | $8.01M | Buy |
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|
2019
Q1 | $7.3M | Sell |
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|
2018
Q4 | $7.26M | Buy |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $919K | Sell |
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|
2018
Q1 | $885K | Buy |
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|
2017
Q4 | $850K | Buy |
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|
2017
Q3 | $786K | Buy |
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|
2017
Q2 | $466K | Sell |
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|
2017
Q1 | $459K | Buy |
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|
2016
Q4 | $338K | Hold |
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|
2016
Q3 | $336K | Hold |
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|
2016
Q2 | $323K | Buy |
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|
2016
Q1 | $274K | Buy |
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|
2015
Q4 | $260K | Hold |
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|
2015
Q3 | $243K | Hold |
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|
2015
Q2 | $259K | Buy |
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|
2015
Q1 | $254K | Hold |
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|
2014
Q4 | $246K | Hold |
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|
2014
Q3 | $235K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $145K | Hold |
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|
2013
Q3 | $132K | Buy |
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