WTC
WhitTier Trust Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
9,777
-196
| -2% | -$83.2K | 0.09% | 178 |
|
|
2025
Q1 | $3.6M | Sell |
9,973
-535
| -5% | -$193K | 0.09% | 183 |
|
|
2024
Q4 | $4.22M | Buy |
10,508
+80
| +0.8% | +$32.1K | 0.1% | 168 |
|
|
2024
Q3 | $3.91M | Buy |
10,428
+196
| +2% | +$73.6K | 0.1% | 168 |
|
|
2024
Q2 | $3.73M | Hold |
10,232
| – | – | 0.1% | 169 |
|
|
2024
Q1 | $3.45M | Hold |
10,232
| – | – | 0.1% | 174 |
|
|
2023
Q4 | $3.1M | Sell |
10,232
-100
| -1% | -$30.3K | 0.1% | 171 |
|
|
2023
Q3 | $2.75M | Buy |
10,332
+106
| +1% | +$28.2K | 0.1% | 170 |
|
|
2023
Q2 | $2.81M | Hold |
10,226
| – | – | 0.1% | 173 |
|
|
2023
Q1 | $2.5M | Sell |
10,226
-365
| -3% | -$89.2K | 0.09% | 179 |
|
|
2022
Q4 | $2.27M | Hold |
10,591
| – | – | 0.09% | 184 |
|
|
2022
Q3 | $2.23M | Sell |
10,591
-710
| -6% | -$149K | 0.09% | 188 |
|
|
2022
Q2 | $2.47M | Buy |
11,301
+2,798
| +33% | +$612K | 0.1% | 176 |
|
|
2022
Q1 | $2.36M | Buy |
8,503
+932
| +12% | +$259K | 0.09% | 190 |
|
|
2021
Q4 | $2.31M | Sell |
7,571
-665
| -8% | -$203K | 0.08% | 187 |
|
|
2021
Q3 | $2.26M | Sell |
8,236
-155
| -2% | -$42.5K | 0.09% | 184 |
|
|
2021
Q2 | $2.28M | Hold |
8,391
| – | – | 0.09% | 179 |
|
|
2021
Q1 | $2.04M | Hold |
8,391
| – | – | 0.09% | 184 |
|
|
2020
Q4 | $2.02M | Buy |
8,391
+1,348
| +19% | +$325K | 0.1% | 171 |
|
|
2020
Q3 | $1.53M | Hold |
7,043
| – | – | 0.09% | 183 |
|
|
2020
Q2 | $1.35M | Sell |
7,043
-2,182
| -24% | -$419K | 0.09% | 186 |
|
|
2020
Q1 | $1.39M | Hold |
9,225
| – | – | 0.11% | 162 |
|
|
2019
Q4 | $1.62M | Hold |
9,225
| – | – | 0.1% | 163 |
|
|
2019
Q3 | $1.47M | Sell |
9,225
-3,084
| -25% | -$492K | 0.1% | 168 |
|
|
2019
Q2 | $1.94M | Hold |
12,309
| – | – | 0.14% | 141 |
|
|
2019
Q1 | $1.86M | Hold |
12,309
| – | – | 0.14% | 144 |
|
|
2018
Q4 | $1.61M | Sell |
12,309
-972
| -7% | -$127K | 0.13% | 145 |
|
|
2018
Q3 | $2.07M | Hold |
13,281
| – | – | 0.15% | 136 |
|
|
2018
Q2 | $1.91M | Hold |
13,281
| – | – | 0.15% | 140 |
|
|
2018
Q1 | $1.81M | Hold |
13,281
| – | – | 0.15% | 139 |
|
|
2017
Q4 | $1.79M | Sell |
13,281
-1,977
| -13% | -$266K | 0.15% | 135 |
|
|
2017
Q3 | $1.91M | Buy |
15,258
+66
| +0.4% | +$8.25K | 0.18% | 126 |
|
|
2017
Q2 | $1.81M | Sell |
15,192
-339
| -2% | -$40.3K | 0.17% | 135 |
|
|
2017
Q1 | $1.77M | Hold |
15,531
| – | – | 0.18% | 131 |
|
|
2016
Q4 | $1.63M | Buy |
15,531
+756
| +5% | +$79.3K | 0.17% | 128 |
|
|
2016
Q3 | $1.54M | Sell |
14,775
-400
| -3% | -$41.7K | 0.17% | 125 |
|
|
2016
Q2 | $1.52M | Sell |
15,175
-1,500
| -9% | -$151K | 0.17% | 132 |
|
|
2016
Q1 | $1.66M | Sell |
16,675
-760
| -4% | -$75.8K | 0.19% | 119 |
|
|
2015
Q4 | $1.73M | Hold |
17,435
| – | – | 0.2% | 118 |
|
|
2015
Q3 | $1.62M | Hold |
17,435
| – | – | 0.2% | 119 |
|
|
2015
Q2 | $1.73M | Sell |
17,435
-31,625
| -64% | -$3.13M | 0.19% | 116 |
|
|
2015
Q1 | $4.85M | Buy |
49,060
+40,500
| +473% | +$4.01M | 0.54% | 59 |
|
|
2014
Q4 | $819K | Hold |
8,560
| – | – | 0.09% | 211 |
|
|
2014
Q3 | $784K | Hold |
8,560
| – | – | 0.09% | 207 |
|
|
2014
Q2 | $779K | Hold |
8,560
| – | – | 0.09% | 207 |
|
|
2014
Q1 | $741K | Sell |
8,560
-60
| -0.7% | -$5.19K | 0.09% | 200 |
|
|
2013
Q4 | $741K | Hold |
8,620
| – | – | 0.09% | 193 |
|
|
2013
Q3 | $674K | Hold |
8,620
| – | – | 0.09% | 193 |
|
|
2013
Q2 | $627K | Buy |
+8,620
| New | +$627K | 0.09% | 185 |
|