WealthShield 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 | $4.24M | Buy |
9,977
+150
| +2% | +$63.7K | 0.51% | 53 |
|
|
2025
Q1 | $3.55M | Buy |
9,827
+300
| +3% | +$108K | 0.46% | 60 |
|
|
2024
Q4 | $3.83M | Sell |
9,527
-525
| -5% | -$211K | 0.54% | 49 |
|
|
2024
Q3 | $3.77M | Buy |
10,052
+23
| +0.2% | +$8.63K | 0.51% | 52 |
|
|
2024
Q2 | $3.66M | Sell |
10,029
-318
| -3% | -$116K | 0.56% | 47 |
|
|
2024
Q1 | $3.49M | Sell |
10,347
-162
| -2% | -$54.6K | 0.56% | 44 |
|
|
2023
Q4 | $3.19M | Sell |
10,509
-10,198
| -49% | -$3.09M | 0.52% | 47 |
|
|
2023
Q3 | $5.52M | Buy |
20,707
+1,210
| +6% | +$322K | 0.83% | 27 |
|
|
2023
Q2 | $5.37M | Buy |
19,497
+303
| +2% | +$83.4K | 0.81% | 29 |
|
|
2023
Q1 | $4.69M | Sell |
19,194
-4,490
| -19% | -$1.1M | 0.76% | 29 |
|
|
2022
Q4 | $5.07M | Buy |
23,684
+12,258
| +107% | +$2.63M | 0.97% | 23 |
|
|
2022
Q3 | $2.4M | Buy |
11,426
+1,255
| +12% | +$264K | 0.48% | 60 |
|
|
2022
Q2 | $2.22M | Buy |
10,171
+2,735
| +37% | +$598K | 0.44% | 60 |
|
|
2022
Q1 | $2.06M | Sell |
7,436
-5,064
| -41% | -$1.41M | 0.33% | 72 |
|
|
2021
Q4 | $3.82M | Buy |
12,500
+9,394
| +302% | +$2.87M | 0.64% | 44 |
|
|
2021
Q3 | $851K | Sell |
3,106
-823
| -21% | -$225K | 0.23% | 95 |
|
|
2021
Q2 | $1.07M | Sell |
3,929
-33
| -0.8% | -$8.96K | 0.17% | 96 |
|
|
2021
Q1 | $963K | Sell |
3,962
-76
| -2% | -$18.5K | 0.17% | 102 |
|
|
2020
Q4 | $974K | Buy |
4,038
+162
| +4% | +$39.1K | 0.18% | 103 |
|
|
2020
Q3 | $841K | Buy |
3,876
+525
| +16% | +$114K | 0.29% | 80 |
|
|
2020
Q2 | $643K | Sell |
3,351
-250
| -7% | -$48K | 0.3% | 78 |
|
|
2020
Q1 | $542K | Hold |
3,601
| – | – | 0.33% | 70 |
|
|
2019
Q4 | $633K | Hold |
3,601
| – | – | 0.31% | 69 |
|
|
2019
Q3 | $575K | Sell |
3,601
-245
| -6% | -$39.1K | 0.3% | 74 |
|
|
2019
Q2 | $605K | Hold |
3,846
| – | – | 0.35% | 59 |
|
|
2019
Q1 | $582K | Sell |
3,846
-68
| -2% | -$10.3K | 0.33% | 62 |
|
|
2018
Q4 | $512K | Sell |
3,914
-74
| -2% | -$9.68K | 0.35% | 57 |
|
|
2018
Q3 | $624K | Buy |
3,988
+5
| +0.1% | +$782 | 0.36% | 52 |
|
|
2018
Q2 | $573K | Sell |
3,983
-485
| -11% | -$69.8K | 0.35% | 51 |
|
|
2018
Q1 | $608K | Buy |
4,468
+110
| +3% | +$15K | 0.39% | 51 |
|
|
2017
Q4 | $592K | Buy |
+4,358
| New | +$592K | 0.36% | 59 |
|