Western Wealth Management’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 | $9.45M | Buy |
22,261
+341
| +2% | +$145K | 0.56% | 36 |
|
2025
Q1 | $7.92M | Sell |
21,920
-11,124
| -34% | -$4.02M | 0.52% | 39 |
|
2024
Q4 | $13.3M | Buy |
33,044
+5,456
| +20% | +$2.19M | 0.86% | 23 |
|
2024
Q3 | $10.4M | Buy |
27,588
+6,117
| +28% | +$2.3M | 0.59% | 34 |
|
2024
Q2 | $7.83M | Buy |
21,471
+1,705
| +9% | +$621K | 0.58% | 34 |
|
2024
Q1 | $6.66M | Buy |
19,766
+9,772
| +98% | +$3.29M | 0.52% | 38 |
|
2023
Q4 | $3.03M | Buy |
9,994
+317
| +3% | +$96.1K | 0.22% | 94 |
|
2023
Q3 | $2.57M | Buy |
9,677
+180
| +2% | +$47.9K | 0.22% | 97 |
|
2023
Q2 | $2.61M | Buy |
9,497
+286
| +3% | +$78.7K | 0.22% | 97 |
|
2023
Q1 | $2.25M | Buy |
9,211
+90
| +1% | +$22K | 0.21% | 111 |
|
2022
Q4 | $1.95M | Sell |
9,121
-9,281
| -50% | -$1.99M | 0.2% | 121 |
|
2022
Q3 | $3.87M | Buy |
18,402
+241
| +1% | +$50.7K | 0.22% | 105 |
|
2022
Q2 | $3.97M | Sell |
18,161
-423
| -2% | -$92.6K | 0.23% | 99 |
|
2022
Q1 | $5.16M | Buy |
18,584
+9,202
| +98% | +$2.55M | 0.25% | 88 |
|
2021
Q4 | $2.87M | Buy |
+9,382
| New | +$2.87M | 0.28% | 81 |
|
2021
Q2 | $2.66M | Buy |
9,780
+108
| +1% | +$29.4K | 0.27% | 82 |
|
2021
Q1 | $2.35M | Sell |
9,672
-700
| -7% | -$170K | 0.32% | 71 |
|
2020
Q4 | $2.5M | Sell |
10,372
-318
| -3% | -$76.7K | 0.37% | 61 |
|
2020
Q3 | $2.32M | Buy |
10,690
+42
| +0.4% | +$9.11K | 0.38% | 56 |
|
2020
Q2 | $2.04M | Buy |
10,648
+191
| +2% | +$36.7K | 0.37% | 56 |
|
2020
Q1 | $1.58M | Sell |
10,457
-759
| -7% | -$115K | 0.36% | 65 |
|
2019
Q4 | $1.97M | Buy |
11,216
+4,362
| +64% | +$767K | 0.3% | 76 |
|
2019
Q3 | $1.1M | Sell |
6,854
-7
| -0.1% | -$1.12K | 0.23% | 110 |
|
2019
Q2 | $1.08M | Sell |
6,861
-17
| -0.2% | -$2.67K | 0.14% | 123 |
|
2019
Q1 | $1.04M | Buy |
6,878
+278
| +4% | +$42.1K | 0.23% | 105 |
|
2018
Q4 | $864K | Buy |
+6,600
| New | +$864K | 0.23% | 105 |
|