Wealthcare Advisory Partners’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 | $9.06M | Buy |
21,336
+4,637
| +28% | +$1.97M | 0.21% | 98 |
|
|
2025
Q1 | $6.03M | Buy |
16,699
+1,286
| +8% | +$464K | 0.16% | 114 |
|
|
2024
Q4 | $6.19M | Buy |
15,413
+183
| +1% | +$73.5K | 0.17% | 111 |
|
|
2024
Q3 | $5.72M | Buy |
15,230
+1,072
| +8% | +$402K | 0.16% | 121 |
|
|
2024
Q2 | $5.16M | Buy |
14,158
+2,622
| +23% | +$956K | 0.16% | 107 |
|
|
2024
Q1 | $3.89M | Buy |
11,536
+85
| +0.7% | +$28.7K | 0.13% | 134 |
|
|
2023
Q4 | $3.47M | Buy |
11,451
+180
| +2% | +$54.6K | 0.14% | 127 |
|
|
2023
Q3 | $3M | Buy |
11,271
+56
| +0.5% | +$14.9K | 0.14% | 124 |
|
|
2023
Q2 | $3.09M | Sell |
11,215
-5,501
| -33% | -$1.51M | 0.14% | 129 |
|
|
2023
Q1 | $4.08M | Sell |
16,716
-892
| -5% | -$218K | 0.18% | 98 |
|
|
2022
Q4 | $3.77M | Buy |
17,608
+2,089
| +13% | +$448K | 0.18% | 95 |
|
|
2022
Q3 | $3.27M | Buy |
15,519
+504
| +3% | +$106K | 0.19% | 95 |
|
|
2022
Q2 | $3.28M | Buy |
15,015
+334
| +2% | +$73.1K | 0.2% | 85 |
|
|
2022
Q1 | $4.08M | Buy |
14,681
+181
| +1% | +$50.3K | 0.25% | 56 |
|
|
2021
Q4 | $4.43M | Sell |
14,500
-344
| -2% | -$105K | 0.27% | 55 |
|
|
2021
Q3 | $4.07M | Sell |
14,844
-531
| -3% | -$146K | 0.27% | 56 |
|
|
2021
Q2 | $4.17M | Sell |
15,375
-49
| -0.3% | -$13.3K | 0.28% | 52 |
|
|
2021
Q1 | $3.75M | Buy |
15,424
+36
| +0.2% | +$8.75K | 0.27% | 52 |
|
|
2020
Q4 | $3.71M | Buy |
15,388
+289
| +2% | +$69.7K | 0.33% | 42 |
|
|
2020
Q3 | $3.28M | Buy |
15,099
+1,926
| +15% | +$418K | 0.36% | 37 |
|
|
2020
Q2 | $2.53M | Sell |
13,173
-1,670
| -11% | -$320K | 0.32% | 41 |
|
|
2020
Q1 | $2.24M | Buy |
14,843
+1,738
| +13% | +$262K | 0.33% | 40 |
|
|
2019
Q4 | $2.31M | Buy |
13,105
+34
| +0.3% | +$5.98K | 0.29% | 42 |
|
|
2019
Q3 | $2.09M | Sell |
13,071
-1,016
| -7% | -$162K | 0.3% | 43 |
|
|
2019
Q2 | $2.22M | Sell |
14,087
-760
| -5% | -$120K | 0.35% | 39 |
|
|
2019
Q1 | $2.25M | Sell |
14,847
-199
| -1% | -$30.1K | 0.38% | 38 |
|
|
2018
Q4 | $1.97M | Sell |
15,046
-309
| -2% | -$40.5K | 0.38% | 38 |
|
|
2018
Q3 | $2.4M | Buy |
15,355
+61
| +0.4% | +$9.51K | 0.44% | 32 |
|
|
2018
Q2 | $2.2M | Buy |
15,294
+2,056
| +16% | +$296K | 0.43% | 35 |
|
|
2018
Q1 | $1.8M | Buy |
13,238
+7,684
| +138% | +$1.05M | 0.41% | 34 |
|
|
2017
Q4 | $748K | Buy |
5,554
+1,351
| +32% | +$182K | 0.19% | 70 |
|
|
2017
Q3 | $526K | Buy |
4,203
+716
| +21% | +$89.6K | 0.16% | 79 |
|
|
2017
Q2 | $415K | Buy |
3,487
+615
| +21% | +$73.2K | 0.2% | 27 |
|
|
2017
Q1 | $327K | Hold |
2,872
| – | – | 0.18% | 25 |
|
|
2016
Q4 | $301K | Hold |
2,872
| – | – | 0.18% | 22 |
|
|
2016
Q3 | $299K | Hold |
2,872
| – | – | 0.19% | 24 |
|
|
2016
Q2 | $288K | Buy |
+2,872
| New | +$288K | 0.2% | 25 |
|