Waverton Investment 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 | $452K | Hold |
1,066
| – | – | 0.01% | 90 |
|
|
2025
Q1 | $385K | Hold |
1,066
| – | – | 0.01% | 88 |
|
|
2024
Q4 | $428K | Hold |
1,066
| – | – | 0.01% | 88 |
|
|
2024
Q3 | $400K | Hold |
1,066
| – | – | 0.01% | 87 |
|
|
2024
Q2 | $389K | Buy |
1,066
+441
| +71% | +$161K | 0.01% | 86 |
|
|
2024
Q1 | $211K | Buy |
+625
| New | +$211K | ﹤0.01% | 91 |
|
|
2017
Q1 | – | Sell |
-29,320
| Closed | -$3.08M | – | 106 |
|
|
2016
Q4 | $3.08M | Sell |
29,320
-112,957
| -79% | -$11.9M | 0.2% | 64 |
|
|
2016
Q3 | $14.8M | Buy |
142,277
+24,814
| +21% | +$2.58M | 1% | 30 |
|
|
2016
Q2 | $11.8M | Buy |
117,463
+70
| +0.1% | +$7.03K | 0.88% | 27 |
|
|
2016
Q1 | $11.7M | Sell |
117,393
-13,419
| -10% | -$1.34M | 0.9% | 26 |
|
|
2015
Q4 | $13M | Hold |
130,812
| – | – | 0.98% | 26 |
|
|
2015
Q3 | $12.2M | Buy |
+130,812
| New | +$12.2M | 0.97% | 27 |
|