WealthPLAN 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 | $1.45M | Buy |
3,410
+2
| +0.1% | +$849 | 0.23% | 102 |
|
|
2025
Q1 | $1.23M | Buy |
3,408
+19
| +0.6% | +$6.86K | 0.17% | 113 |
|
|
2024
Q4 | $1.36M | Buy |
3,389
+248
| +8% | +$99.6K | 0.19% | 110 |
|
|
2024
Q3 | $1.18M | Sell |
3,141
-157
| -5% | -$58.9K | 0.16% | 117 |
|
|
2024
Q2 | $1.2M | Hold |
3,298
| – | – | 0.13% | 135 |
|
|
2024
Q1 | $1.11M | Sell |
3,298
-89
| -3% | -$30K | 0.12% | 147 |
|
|
2023
Q4 | $1.03M | Hold |
3,387
| – | – | 0.11% | 154 |
|
|
2023
Q3 | $901K | Buy |
3,387
+157
| +5% | +$41.8K | 0.1% | 152 |
|
|
2023
Q2 | $889K | Sell |
3,230
-157
| -5% | -$43.2K | 0.13% | 144 |
|
|
2023
Q1 | $828K | Sell |
3,387
-13
| -0.4% | -$3.18K | 0.09% | 161 |
|
|
2022
Q4 | $813K | Buy |
+3,400
| New | +$813K | 0.06% | 192 |
|
|
2022
Q1 | $1.04M | Hold |
4,270
| – | – | 0.07% | 166 |
|
|
2021
Q4 | $1.19M | Hold |
4,270
| – | – | 0.08% | 161 |
|
|
2021
Q3 | $1.3M | Buy |
4,270
+2,505
| +142% | +$761K | 0.09% | 147 |
|
|
2021
Q2 | $497K | Hold |
1,765
| – | – | 0.04% | 237 |
|
|
2021
Q1 | $450K | Buy |
1,765
+27
| +2% | +$6.88K | 0.03% | 234 |
|
|
2020
Q4 | $435K | Buy |
1,738
+159
| +10% | +$39.8K | 0.04% | 233 |
|
|
2020
Q3 | $355K | Hold |
1,579
| – | – | 0.03% | 230 |
|
|
2020
Q2 | $336K | Buy |
+1,579
| New | +$336K | 0.03% | 222 |
|
|
2019
Q3 | – | Sell |
-2,692
| Closed | -$431K | – | 239 |
|
|
2019
Q2 | $431K | Buy |
+2,692
| New | +$431K | 0.06% | 156 |
|
|
2016
Q3 | $22.8K | Buy |
+220
| New | +$22.8K | 0.01% | 456 |
|