Wealth Enhancement Advisory Services’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 | $174M | Sell |
405,606
-5,127
| -1% | -$2.2M | 0.29% | 64 |
|
|
2025
Q1 | $148M | Buy |
410,733
+6,064
| +1% | +$2.19M | 0.28% | 66 |
|
|
2024
Q4 | $163M | Buy |
404,669
+7,607
| +2% | +$3.05M | 0.31% | 57 |
|
|
2024
Q3 | $149M | Buy |
397,062
+12,017
| +3% | +$4.51M | 0.32% | 59 |
|
|
2024
Q2 | $140M | Sell |
385,045
-9,509
| -2% | -$3.47M | 0.33% | 58 |
|
|
2024
Q1 | $133M | Sell |
394,554
-182
| -0% | -$61.3K | 0.34% | 59 |
|
|
2023
Q4 | $120M | Buy |
394,736
+1,518
| +0.4% | +$460K | 0.35% | 60 |
|
|
2023
Q3 | $105M | Buy |
393,218
+378,920
| +2,650% | +$101M | 0.34% | 60 |
|
|
2023
Q2 | $3.93M | Sell |
14,298
-1,926
| -12% | -$530K | 0.04% | 144 |
|
|
2023
Q1 | $3.96M | Sell |
16,224
-191,556
| -92% | -$46.8M | 0.05% | 153 |
|
|
2022
Q4 | $47.4M | Buy |
207,780
+11,150
| +6% | +$2.55M | 0.61% | 35 |
|
|
2022
Q3 | $41.8M | Buy |
196,630
+2,958
| +2% | +$629K | 0.6% | 36 |
|
|
2022
Q2 | $44.4M | Sell |
193,672
-3,575
| -2% | -$820K | 0.62% | 33 |
|
|
2022
Q1 | $55.8M | Buy |
197,247
+7,514
| +4% | +$2.13M | 0.75% | 30 |
|
|
2021
Q4 | $52.6M | Sell |
189,733
-6,331
| -3% | -$1.75M | 0.75% | 30 |
|
|
2021
Q3 | $57.5M | Sell |
196,064
-9,390
| -5% | -$2.75M | 0.85% | 28 |
|
|
2021
Q2 | $56.9M | Buy |
205,454
+11,338
| +6% | +$3.14M | 0.92% | 27 |
|
|
2021
Q1 | $48.8M | Buy |
194,116
+185,374
| +2,120% | +$46.6M | 0.89% | 25 |
|
|
2020
Q4 | $2.09M | Buy |
8,742
+26
| +0.3% | +$6.2K | 0.05% | 116 |
|
|
2020
Q3 | $2M | Sell |
8,716
-806
| -8% | -$185K | 0.05% | 115 |
|
|
2020
Q2 | $1.95M | Buy |
9,522
+5,736
| +152% | +$1.18M | 0.06% | 119 |
|
|
2020
Q1 | $636K | Buy |
3,786
+1,366
| +56% | +$229K | 0.02% | 177 |
|
|
2019
Q4 | $426K | Buy |
2,420
+590
| +32% | +$104K | 0.02% | 189 |
|
|
2019
Q3 | $294K | Hold |
1,830
| – | – | 0.01% | 191 |
|
|
2019
Q2 | $300K | Buy |
1,830
+329
| +22% | +$53.9K | 0.01% | 191 |
|
|
2019
Q1 | $237K | Hold |
1,501
| – | – | 0.01% | 174 |
|
|
2018
Q4 | $210K | Buy |
+1,501
| New | +$210K | 0.01% | 162 |
|