Wealthstar Advisors’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 | $1.29M | Sell |
3,033
-249
| -8% | -$106K | 0.48% | 44 |
|
|
2025
Q1 | $1.19M | Sell |
3,282
-285
| -8% | -$103K | 0.54% | 46 |
|
|
2024
Q4 | $1.43M | Buy |
+3,567
| New | +$1.43M | 0.62% | 34 |
|
|
2024
Q2 | – | Sell |
-3,518
| Closed | -$1.19M | – | 85 |
|
|
2024
Q1 | $1.19M | Sell |
3,518
-132
| -4% | -$44.5K | 0.41% | 36 |
|
|
2023
Q4 | $1.11M | Sell |
3,650
-71
| -2% | -$21.5K | 0.18% | 34 |
|
|
2023
Q3 | $990K | Hold |
3,721
| – | – | 0.38% | 27 |
|
|
2023
Q2 | $1.02M | Buy |
3,721
+20
| +0.5% | +$5.5K | 0.43% | 27 |
|
|
2023
Q1 | $904K | Sell |
3,701
-141
| -4% | -$34.4K | 0.34% | 32 |
|
|
2022
Q4 | $823K | Sell |
3,842
-89
| -2% | -$19.1K | 0.37% | 33 |
|
|
2022
Q3 | $824K | Sell |
3,931
-81
| -2% | -$17K | 0.39% | 33 |
|
|
2022
Q2 | $880K | Buy |
4,012
+70
| +2% | +$15.4K | 0.34% | 39 |
|
|
2022
Q1 | $1.1M | Buy |
3,942
+100
| +3% | +$27.8K | 0.41% | 35 |
|
|
2021
Q4 | $1.18M | Buy |
3,842
+22
| +0.6% | +$6.75K | 0.4% | 35 |
|
|
2021
Q3 | $1.04M | Buy |
3,820
+73
| +2% | +$19.9K | 0.32% | 39 |
|
|
2021
Q2 | $1.02M | Buy |
+3,747
| New | +$1.02M | 0.32% | 39 |
|
|
2020
Q1 | $555K | Sell |
3,655
-432
| -11% | -$65.6K | 0.39% | 23 |
|
|
2019
Q4 | $717K | Buy |
4,087
+80
| +2% | +$14K | 0.44% | 18 |
|
|
2019
Q3 | $639K | Buy |
4,007
+27
| +0.7% | +$4.31K | 0.36% | 20 |
|
|
2019
Q2 | $628K | Sell |
3,980
-312
| -7% | -$49.2K | 0.37% | 21 |
|
|
2019
Q1 | $652K | Buy |
4,292
+320
| +8% | +$48.6K | 0.4% | 19 |
|
|
2018
Q4 | $521K | Hold |
3,972
| – | – | 0.39% | 19 |
|
|
2018
Q3 | $617K | Buy |
3,972
+140
| +4% | +$21.7K | 0.36% | 21 |
|
|
2018
Q2 | $577K | Buy |
3,832
+346
| +10% | +$52.1K | 0.18% | 21 |
|
|
2018
Q1 | $474K | Buy |
+3,486
| New | +$474K | 0.14% | 24 |
|