Wealth Alliance’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 | $239K | Sell |
562
-75
| -12% | -$31.8K | 0.03% | 481 |
|
|
2025
Q1 | $230K | Sell |
637
-3,293
| -84% | -$1.19M | 0.03% | 466 |
|
|
2024
Q4 | $1.58M | Buy |
3,930
+3,307
| +531% | +$1.33M | 0.19% | 108 |
|
|
2024
Q3 | $234K | Sell |
623
-529
| -46% | -$198K | 0.03% | 463 |
|
|
2024
Q2 | $420K | Sell |
1,152
-225
| -16% | -$82K | 0.05% | 285 |
|
|
2024
Q1 | $464K | Buy |
1,377
+680
| +98% | +$229K | 0.06% | 286 |
|
|
2023
Q4 | $211K | Buy |
+697
| New | +$211K | 0.03% | 473 |
|
|
2023
Q3 | – | Sell |
-1,162
| Closed | -$320K | – | 515 |
|
|
2023
Q2 | $320K | Buy |
+1,162
| New | +$320K | 0.05% | 357 |
|
|
2023
Q1 | – | Sell |
-15,843
| Closed | -$3.39M | – | 525 |
|
|
2022
Q4 | $3.39M | Buy |
15,843
+5,709
| +56% | +$1.22M | 0.6% | 25 |
|
|
2022
Q3 | $2.13M | Sell |
10,134
-8,829
| -47% | -$1.86M | 0.42% | 36 |
|
|
2022
Q2 | $4.15M | Buy |
18,963
+17,941
| +1,755% | +$3.92M | 0.8% | 16 |
|
|
2022
Q1 | $284K | Sell |
1,022
-138
| -12% | -$38.3K | 0.06% | 337 |
|
|
2021
Q4 | $355K | Buy |
1,160
+425
| +58% | +$130K | 0.07% | 296 |
|
|
2021
Q3 | $201K | Buy |
+735
| New | +$201K | 0.05% | 409 |
|
|
2020
Q3 | – | Sell |
-1,993
| Closed | -$383K | – | 322 |
|
|
2020
Q2 | $383K | Sell |
1,993
-14,246
| -88% | -$2.74M | 0.15% | 176 |
|
|
2020
Q1 | $2.45M | Buy |
+16,239
| New | +$2.45M | 1.32% | 11 |
|