Wealth Architects’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 | $973K | Sell |
2,291
-38
| -2% | -$16.1K | 0.1% | 97 |
|
|
2025
Q1 | $841K | Sell |
2,329
-139
| -6% | -$50.2K | 0.09% | 105 |
|
|
2024
Q4 | $991K | Sell |
2,468
-138
| -5% | -$55.4K | 0.11% | 82 |
|
|
2024
Q3 | $978K | Hold |
2,606
| – | – | 0.11% | 82 |
|
|
2024
Q2 | $950K | Hold |
2,606
| – | – | 0.12% | 81 |
|
|
2024
Q1 | $878K | Hold |
2,606
| – | – | 0.12% | 83 |
|
|
2023
Q4 | $790K | Buy |
2,606
+1
| +0% | +$303 | 0.11% | 81 |
|
|
2023
Q3 | $693K | Buy |
2,605
+99
| +4% | +$26.3K | 0.12% | 85 |
|
|
2023
Q2 | $690K | Sell |
2,506
-8
| -0.3% | -$2.2K | 0.11% | 83 |
|
|
2023
Q1 | $614K | Sell |
2,514
-10
| -0.4% | -$2.44K | 0.11% | 84 |
|
|
2022
Q4 | $541K | Buy |
2,524
+5
| +0.2% | +$1.07K | 0.1% | 89 |
|
|
2022
Q3 | $530K | Buy |
2,519
+1
| +0% | +$210 | 0.11% | 84 |
|
|
2022
Q2 | $551K | Sell |
2,518
-109
| -4% | -$23.9K | 0.11% | 91 |
|
|
2022
Q1 | $729K | Buy |
2,627
+107
| +4% | +$29.7K | 0.12% | 77 |
|
|
2021
Q4 | $770K | Sell |
2,520
-4
| -0.2% | -$1.22K | 0.14% | 72 |
|
|
2021
Q3 | $692K | Sell |
2,524
-52
| -2% | -$14.3K | 0.13% | 72 |
|
|
2021
Q2 | $699K | Buy |
2,576
+6
| +0.2% | +$1.63K | 0.14% | 70 |
|
|
2021
Q1 | $625K | Sell |
2,570
-566
| -18% | -$138K | 0.14% | 71 |
|
|
2020
Q4 | $756K | Buy |
3,136
+6
| +0.2% | +$1.45K | 0.18% | 56 |
|
|
2020
Q3 | $679K | Sell |
3,130
-18
| -0.6% | -$3.91K | 0.18% | 53 |
|
|
2020
Q2 | $604K | Sell |
3,148
-21
| -0.7% | -$4.03K | 0.17% | 56 |
|
|
2020
Q1 | $477K | Sell |
3,169
-32
| -1% | -$4.82K | 0.17% | 61 |
|
|
2019
Q4 | $563K | Buy |
3,201
+82
| +3% | +$14.4K | 0.16% | 57 |
|
|
2019
Q3 | $498K | Sell |
3,119
-2
| -0.1% | -$319 | 0.15% | 60 |
|
|
2019
Q2 | $491K | Buy |
3,121
+205
| +7% | +$32.3K | 0.15% | 61 |
|
|
2019
Q1 | $441K | Hold |
2,916
| – | – | 0.14% | 67 |
|
|
2018
Q4 | $382K | Hold |
2,916
| – | – | 0.14% | 68 |
|
|
2018
Q3 | $455K | Hold |
2,916
| – | – | 0.14% | 65 |
|
|
2018
Q2 | $419K | Sell |
2,916
-500
| -15% | -$71.8K | 0.14% | 63 |
|
|
2018
Q1 | $465K | Buy |
3,416
+500
| +17% | +$68.1K | 0.15% | 60 |
|
|
2017
Q4 | $393K | Hold |
2,916
| – | – | 0.13% | 76 |
|
|
2017
Q3 | $365K | Hold |
2,916
| – | – | 0.13% | 81 |
|
|
2017
Q2 | $347K | Hold |
2,916
| – | – | 0.13% | 81 |
|
|
2017
Q1 | $332K | Hold |
2,916
| – | – | 0.13% | 80 |
|
|
2016
Q4 | $306K | Sell |
2,916
-66
| -2% | -$6.93K | 0.14% | 83 |
|
|
2016
Q3 | $310K | Buy |
2,982
+1
| +0% | +$104 | 0.14% | 84 |
|
|
2016
Q2 | $299K | Sell |
2,981
-447
| -13% | -$44.8K | 0.14% | 86 |
|
|
2016
Q1 | $342K | Hold |
3,428
| – | – | 0.17% | 78 |
|
|
2015
Q4 | $341K | Buy |
3,428
+1
| +0% | +$99 | 0.17% | 84 |
|
|
2015
Q3 | $319K | Hold |
3,427
| – | – | 0.17% | 85 |
|
|
2015
Q2 | $339K | Hold |
3,427
| – | – | 0.18% | 82 |
|
|
2015
Q1 | $339K | Hold |
3,427
| – | – | 0.2% | 68 |
|
|
2014
Q4 | $328K | Buy |
+3,427
| New | +$328K | 0.19% | 69 |
|