Wharton Business Group’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 | $3.97M | Buy |
9,349
+60
| +0.6% | +$25.5K | 0.17% | 58 |
|
|
2025
Q1 | $3.35M | Sell |
9,289
-663
| -7% | -$239K | 0.15% | 59 |
|
|
2024
Q4 | $4M | Sell |
9,952
-113
| -1% | -$45.4K | 0.18% | 57 |
|
|
2024
Q3 | $3.78M | Sell |
10,065
-805
| -7% | -$302K | 0.17% | 63 |
|
|
2024
Q2 | $3.96M | Buy |
10,870
+5
| +0% | +$1.82K | 0.2% | 58 |
|
|
2024
Q1 | $3.66M | Sell |
10,865
-84
| -0.8% | -$28.3K | 0.18% | 60 |
|
|
2023
Q4 | $3.32M | Buy |
10,949
+15
| +0.1% | +$4.55K | 0.17% | 59 |
|
|
2023
Q3 | $2.91M | Sell |
10,934
-985
| -8% | -$262K | 0.16% | 63 |
|
|
2023
Q2 | $3.28M | Sell |
11,919
-2,235
| -16% | -$615K | 0.22% | 54 |
|
|
2023
Q1 | $3.46M | Buy |
14,154
+225
| +2% | +$55K | 0.21% | 58 |
|
|
2022
Q4 | $2.98M | Buy |
13,929
+776
| +6% | +$166K | 0.17% | 62 |
|
|
2022
Q3 | $2.77M | Buy |
13,153
+1,199
| +10% | +$252K | 0.19% | 57 |
|
|
2022
Q2 | $2.61M | Buy |
11,954
+3,076
| +35% | +$673K | 0.17% | 56 |
|
|
2022
Q1 | $2.47M | Sell |
8,878
-45
| -0.5% | -$12.5K | 0.15% | 53 |
|
|
2021
Q4 | $2.73M | Buy |
+8,923
| New | +$2.73M | 0.17% | 52 |
|
|
2021
Q3 | – | Sell |
-10,413
| Closed | -$2.83M | – | 102 |
|
|
2021
Q2 | $2.83M | Buy |
10,413
+4,476
| +75% | +$1.22M | 0.22% | 44 |
|
|
2021
Q1 | $1.44M | Buy |
5,937
+4,009
| +208% | +$974K | 0.11% | 54 |
|
|
2020
Q4 | $465K | Hold |
1,928
| – | – | 0.04% | 75 |
|
|
2020
Q3 | $418K | Buy |
+1,928
| New | +$418K | 0.04% | 75 |
|