Westshore Wealth’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 | $19.1M | Sell |
44,896
-726
| -2% | -$308K | 7.31% | 4 |
|
|
2025
Q1 | $16.5M | Sell |
45,622
-1,145
| -2% | -$413K | 6.97% | 4 |
|
|
2024
Q4 | $18.8M | Sell |
46,767
-70
| -0.1% | -$28.1K | 7.61% | 4 |
|
|
2024
Q3 | $17.6M | Buy |
46,837
+93
| +0.2% | +$34.9K | 7.19% | 4 |
|
|
2024
Q2 | $17M | Buy |
46,744
+776
| +2% | +$283K | 7.07% | 5 |
|
|
2024
Q1 | $15.5M | Buy |
45,968
+1,379
| +3% | +$465K | 6.44% | 5 |
|
|
2023
Q4 | $13.5M | Buy |
44,589
+2,399
| +6% | +$727K | 6.24% | 5 |
|
|
2023
Q3 | $11.2M | Buy |
42,190
+11,101
| +36% | +$2.95M | 6.23% | 5 |
|
|
2023
Q2 | $8.56M | Buy |
31,089
+3,619
| +13% | +$996K | 4.36% | 5 |
|
|
2023
Q1 | $6.71M | Buy |
27,470
+4,276
| +18% | +$1.04M | 3.52% | 7 |
|
|
2022
Q4 | $4.97M | Buy |
23,194
+1,254
| +6% | +$269K | 2.83% | 9 |
|
|
2022
Q3 | $4.62M | Buy |
21,940
+559
| +3% | +$118K | 3.18% | 8 |
|
|
2022
Q2 | $4.68M | Buy |
21,381
+1,855
| +10% | +$406K | 3.05% | 8 |
|
|
2022
Q1 | $5.42M | Buy |
19,526
+2,558
| +15% | +$710K | 3.64% | 8 |
|
|
2021
Q4 | $5.19M | Buy |
16,968
+2,620
| +18% | +$801K | 3.55% | 8 |
|
|
2021
Q3 | $3.93M | Sell |
14,348
-1,569
| -10% | -$430K | 3.17% | 8 |
|
|
2021
Q2 | $4.32M | Buy |
15,917
+1,563
| +11% | +$424K | 2.22% | 10 |
|
|
2021
Q1 | $3.49M | Buy |
+14,354
| New | +$3.49M | 1.99% | 11 |
|
|
2019
Q4 | $5.15M | Buy |
+29,265
| New | +$5.15M | 5.67% | 4 |
|