Willner & Heller’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 | $4.09M | Sell |
9,640
-954
| -9% | -$405K | 3.45% | 3 |
|
|
2025
Q1 | $3.83M | Sell |
10,594
-522
| -5% | -$188K | 3.54% | 3 |
|
|
2024
Q4 | $4.46M | Sell |
11,116
-149
| -1% | -$59.8K | 3.91% | 3 |
|
|
2024
Q3 | $4.23M | Buy |
11,265
+338
| +3% | +$127K | 3.77% | 3 |
|
|
2024
Q2 | $3.98M | Buy |
10,927
+102
| +0.9% | +$37.2K | 3.82% | 3 |
|
|
2024
Q1 | $3.65M | Sell |
10,825
-10
| -0.1% | -$3.37K | 3.63% | 2 |
|
|
2023
Q4 | $3.28M | Buy |
+10,835
| New | +$3.28M | 3.67% | 2 |
|
|
2022
Q4 | $2.24M | Buy |
10,436
+610
| +6% | +$131K | 3.18% | 2 |
|
|
2022
Q3 | $2.07M | Buy |
9,826
+397
| +4% | +$83.5K | 3.33% | 2 |
|
|
2022
Q2 | $2.06M | Buy |
9,429
+715
| +8% | +$156K | 3.21% | 2 |
|
|
2022
Q1 | $2.66M | Sell |
8,714
-125
| -1% | -$38.2K | 3.27% | 2 |
|
|
2021
Q4 | $2.42M | Buy |
+8,839
| New | +$2.42M | 3.22% | 2 |
|