WealthBridge Capital 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 | $2.62M | Buy |
6,161
+20
| +0.3% | +$8.49K | 0.66% | 34 |
|
2025
Q1 | $2.22M | Sell |
6,141
-87
| -1% | -$31.4K | 0.63% | 39 |
|
2024
Q4 | $2.5M | Buy |
6,228
+106
| +2% | +$42.6K | 0.69% | 33 |
|
2024
Q3 | $2.3M | Sell |
6,122
-34
| -0.6% | -$12.8K | 0.66% | 37 |
|
2024
Q2 | $2.24M | Sell |
6,156
-52
| -0.8% | -$19K | 0.74% | 29 |
|
2024
Q1 | $2.09M | Buy |
6,208
+22
| +0.4% | +$7.42K | 0.7% | 35 |
|
2023
Q4 | $1.88M | Buy |
6,186
+22
| +0.4% | +$6.67K | 0.7% | 34 |
|
2023
Q3 | $1.64M | Buy |
6,164
+7
| +0.1% | +$1.86K | 0.68% | 33 |
|
2023
Q2 | $1.69M | Sell |
6,157
-165
| -3% | -$45.4K | 0.68% | 32 |
|
2023
Q1 | $1.54M | Sell |
6,322
-358
| -5% | -$87.5K | 0.62% | 39 |
|
2022
Q4 | $1.43M | Sell |
6,680
-415
| -6% | -$88.9K | 0.6% | 42 |
|
2022
Q3 | $1.55M | Hold |
7,095
| – | – | 0.66% | 34 |
|
2022
Q2 | $1.55M | Buy |
7,095
+732
| +12% | +$160K | 0.66% | 34 |
|
2022
Q1 | $1.77M | Buy |
6,363
+11
| +0.2% | +$3.05K | 0.66% | 31 |
|
2021
Q4 | $1.94M | Sell |
6,352
-40
| -0.6% | -$12.2K | 0.72% | 32 |
|
2021
Q3 | $1.75M | Sell |
6,392
-210
| -3% | -$57.6K | 0.65% | 38 |
|
2021
Q2 | $1.79M | Sell |
6,602
-146
| -2% | -$39.6K | 0.65% | 36 |
|
2021
Q1 | $1.64M | Buy |
6,748
+26
| +0.4% | +$6.32K | 0.67% | 35 |
|
2020
Q4 | $1.62M | Sell |
6,722
-124
| -2% | -$29.9K | 0.71% | 34 |
|
2020
Q3 | $1.49M | Sell |
6,846
-370
| -5% | -$80.3K | 0.76% | 32 |
|
2020
Q2 | $1.39M | Buy |
7,216
+505
| +8% | +$96.9K | 0.78% | 31 |
|
2020
Q1 | $1.01M | Buy |
6,711
+1,230
| +22% | +$185K | 0.7% | 34 |
|
2019
Q4 | $964K | Buy |
5,481
+387
| +8% | +$68.1K | 0.62% | 41 |
|
2019
Q3 | $813K | Sell |
5,094
-199
| -4% | -$31.8K | 0.59% | 44 |
|
2019
Q2 | $693K | Buy |
5,293
+199
| +4% | +$26.1K | 0.63% | 40 |
|
2019
Q1 | $787K | Sell |
5,094
-199
| -4% | -$30.7K | 0.5% | 43 |
|
2018
Q4 | $693K | Buy |
+5,293
| New | +$693K | 0.53% | 40 |
|