WANY
Wealthspire Advisors (New York)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.7M | Sell |
218,300
-1,938
| -0.9% | -$823K | 0.52% | 29 |
|
|
2025
Q1 | $79.5M | Buy |
220,238
+100,565
| +84% | +$36.3M | 0.48% | 31 |
|
|
2024
Q4 | $48.1M | Buy |
119,673
+407
| +0.3% | +$163K | 0.48% | 42 |
|
|
2024
Q3 | $44.8M | Buy |
119,266
+6,468
| +6% | +$2.43M | 0.46% | 45 |
|
|
2024
Q2 | $41.1M | Sell |
112,798
-1,603
| -1% | -$584K | 0.53% | 34 |
|
|
2024
Q1 | $38.6M | Sell |
114,401
-2,590
| -2% | -$873K | 0.51% | 35 |
|
|
2023
Q4 | $35.5M | Buy |
116,991
+1,704
| +1% | +$517K | 0.5% | 35 |
|
|
2023
Q3 | $30.7M | Sell |
115,287
-5,990
| -5% | -$1.59M | 0.51% | 34 |
|
|
2023
Q2 | $33.4M | Buy |
121,277
+12,573
| +12% | +$3.46M | 0.55% | 35 |
|
|
2023
Q1 | $26.6M | Buy |
108,704
+334
| +0.3% | +$81.6K | 0.46% | 38 |
|
|
2022
Q4 | $23.2M | Sell |
108,370
-11,031
| -9% | -$2.36M | 0.42% | 40 |
|
|
2022
Q3 | $25.1M | Buy |
119,401
+9,435
| +9% | +$1.99M | 0.53% | 36 |
|
|
2022
Q2 | $24.1M | Buy |
109,966
+3,374
| +3% | +$738K | 0.5% | 35 |
|
|
2022
Q1 | $29.6M | Buy |
106,592
+3,161
| +3% | +$878K | 0.67% | 24 |
|
|
2021
Q4 | $31.6M | Sell |
103,431
-1,912
| -2% | -$584K | 0.7% | 22 |
|
|
2021
Q3 | $28.9M | Buy |
105,343
+38,634
| +58% | +$10.6M | 0.6% | 29 |
|
|
2021
Q2 | $18.1M | Sell |
66,709
-48,221
| -42% | -$13.1M | 0.48% | 27 |
|
|
2021
Q1 | $27.9M | Buy |
114,930
+51,272
| +81% | +$12.5M | 0.66% | 25 |
|
|
2020
Q4 | $15.4M | Buy |
63,658
+41,959
| +193% | +$10.1M | 0.46% | 30 |
|
|
2020
Q3 | $4.71M | Buy |
21,699
+5,781
| +36% | +$1.25M | 0.28% | 47 |
|
|
2020
Q2 | $3.06M | Sell |
15,918
-35,695
| -69% | -$6.85M | 0.21% | 52 |
|
|
2020
Q1 | $7.78M | Buy |
+51,613
| New | +$7.78M | 0.33% | 46 |
|
|
2019
Q1 | – | Sell |
-41,994
| Closed | -$5.5M | – | 422 |
|
|
2018
Q4 | $5.5M | Buy |
+41,994
| New | +$5.5M | 0.53% | 17 |
|