Widmann Financial Services’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 | $5.69M | Buy |
13,398
+525
| +4% | +$223K | 3.97% | 6 |
|
|
2025
Q1 | $4.65M | Buy |
12,873
+336
| +3% | +$121K | 3.61% | 6 |
|
|
2024
Q4 | $5.03M | Sell |
12,537
-234
| -2% | -$94K | 3.9% | 7 |
|
|
2024
Q3 | $4.79M | Sell |
12,771
-239
| -2% | -$89.7K | 3.63% | 6 |
|
|
2024
Q2 | $4.74M | Sell |
13,010
-526
| -4% | -$192K | 3.86% | 6 |
|
|
2024
Q1 | $4.56M | Sell |
13,536
-210
| -2% | -$70.8K | 3.83% | 6 |
|
|
2023
Q4 | $4.17M | Sell |
13,746
-580
| -4% | -$176K | 3.75% | 6 |
|
|
2023
Q3 | $3.81M | Sell |
14,326
-445
| -3% | -$118K | 3.8% | 6 |
|
|
2023
Q2 | $4.06M | Sell |
14,771
-159
| -1% | -$43.8K | 3.89% | 6 |
|
|
2023
Q1 | $3.65M | Buy |
14,930
+270
| +2% | +$66K | 3.68% | 6 |
|
|
2022
Q4 | $3.14M | Buy |
14,660
+695
| +5% | +$149K | 3.29% | 6 |
|
|
2022
Q3 | $2.94M | Buy |
13,965
+616
| +5% | +$130K | 3.25% | 6 |
|
|
2022
Q2 | $2.92M | Buy |
13,349
+562
| +4% | +$123K | 3.02% | 6 |
|
|
2022
Q1 | $3.55M | Buy |
12,787
+93
| +0.7% | +$25.8K | 3.15% | 7 |
|
|
2021
Q4 | $3.88M | Buy |
+12,694
| New | +$3.88M | 3.2% | 6 |
|