Wealthstar Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Sell |
11,472
-396
| -3% | -$44.9K | 0.73% | 42 |
|
|
2025
Q4 | $1.4M | Sell |
11,868
-196
| -2% | -$23.2K | 0.76% | 32 |
|
|
2025
Q3 | $1.41M | Sell |
12,064
-68
| -0.6% | -$7.57K | 0.56% | 40 |
|
|
2025
Q2 | $1.29M | Sell |
12,132
-996
| -8% | -$95.2K | 0.48% | 44 |
|
|
2025
Q1 | $1.19M | Sell |
13,128
-1,140
| -8% | -$112K | 0.54% | 46 |
|
|
2024
Q4 | $1.43M | Buy |
+14,268
| New | +$1.4M | 0.62% | 34 |
|
|
2024
Q2 | – | Sell |
-14,072
| Closed | -$1.19M | – | 87 |
|
|
2024
Q1 | $1.19M | Sell |
14,072
-528
| -4% | -$42.5K | 0.41% | 36 |
|
|
2023
Q4 | $1.11M | Sell |
14,600
-284
| -2% | -$20.1K | 0.41% | 35 |
|
|
2023
Q3 | $990K | Hold |
14,884
| – | – | 0.43% | 28 |
|
|
2023
Q2 | $1.02M | Buy |
14,884
+80
| +0.5% | +$5.09K | 0.43% | 27 |
|
|
2023
Q1 | $904K | Sell |
14,804
-564
| -4% | -$32.5K | 0.38% | 33 |
|
|
2022
Q4 | $823K | Sell |
15,368
-356
| -2% | -$19.6K | 0.37% | 33 |
|
|
2022
Q3 | $824K | Sell |
15,724
-324
| -2% | -$19.1K | 0.39% | 33 |
|
|
2022
Q2 | $880K | Buy |
16,048
+280
| +2% | +$16.8K | 0.37% | 40 |
|
|
2022
Q1 | $1.1M | Buy |
15,768
+400
| +3% | +$27.3K | 0.41% | 35 |
|
|
2021
Q4 | $1.18M | Buy |
15,368
+88
| +0.6% | +$6.52K | 0.4% | 35 |
|
|
2021
Q3 | $1.04M | Buy |
15,280
+292
| +2% | +$20.7K | 0.38% | 40 |
|
|
2021
Q2 | $1.02M | Buy |
+14,988
| New | +$966K | 0.39% | 40 |
|
|
2020
Q1 | $555K | Sell |
14,620
-1,728
| -11% | -$74.5K | 0.42% | 24 |
|
|
2019
Q4 | $717K | Buy |
16,348
+320
| +2% | +$13.4K | 0.46% | 20 |
|
|
2019
Q3 | $639K | Buy |
16,028
+108
| +0.7% | +$4.33K | 0.42% | 21 |
|
|
2019
Q2 | $628K | Sell |
15,920
-1,248
| -7% | -$48.3K | 0.44% | 22 |
|
|
2019
Q1 | $652K | Buy |
17,168
+1,280
| +8% | +$46K | 0.48% | 20 |
|
|
2018
Q4 | $521K | Hold |
15,888
| – | – | 0.43% | 20 |
|
|
2018
Q3 | $617K | Buy |
15,888
+560
| +4% | +$21.2K | 0.47% | 22 |
|
|
2018
Q2 | $577K | Buy |
15,328
+1,384
| +10% | +$48.9K | 0.45% | 22 |
|
|
2018
Q1 | $474K | Buy |
+13,944
| New | +$489K | 0.4% | 25 |
|