YHB Investment Advisors’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 | $856K | Buy |
2,017
+37
| +2% | +$15.7K | 0.07% | 168 |
|
|
2025
Q1 | $715K | Sell |
1,980
-75
| -4% | -$27.1K | 0.06% | 174 |
|
|
2024
Q4 | $825K | Buy |
2,055
+72
| +4% | +$28.9K | 0.07% | 160 |
|
|
2024
Q3 | $744K | Hold |
1,983
| – | – | 0.06% | 169 |
|
|
2024
Q2 | $723K | Buy |
1,983
+105
| +6% | +$38.3K | 0.06% | 168 |
|
|
2024
Q1 | $633K | Buy |
1,878
+5
| +0.3% | +$1.69K | 0.06% | 178 |
|
|
2023
Q4 | $568K | Hold |
1,873
| – | – | 0.06% | 178 |
|
|
2023
Q3 | $498K | Hold |
1,873
| – | – | 0.05% | 190 |
|
|
2023
Q2 | $515K | Sell |
1,873
-9
| -0.5% | -$2.48K | 0.05% | 186 |
|
|
2023
Q1 | $460K | Sell |
1,882
-40
| -2% | -$9.77K | 0.05% | 196 |
|
|
2022
Q4 | $412K | Sell |
1,922
-5
| -0.3% | -$1.07K | 0.04% | 195 |
|
|
2022
Q3 | $405K | Sell |
1,927
-123
| -6% | -$25.9K | 0.05% | 200 |
|
|
2022
Q2 | $448K | Buy |
2,050
+73
| +4% | +$16K | 0.05% | 193 |
|
|
2022
Q1 | $549K | Sell |
1,977
-322
| -14% | -$89.4K | 0.05% | 192 |
|
|
2021
Q4 | $703K | Sell |
2,299
-140
| -6% | -$42.8K | 0.06% | 186 |
|
|
2021
Q3 | $668K | Buy |
2,439
+572
| +31% | +$157K | 0.06% | 186 |
|
|
2021
Q2 | $507K | Hold |
1,867
| – | – | 0.04% | 201 |
|
|
2021
Q1 | $488K | Sell |
1,867
-318
| -15% | -$83.1K | 0.04% | 202 |
|
|
2020
Q4 | $527K | Sell |
2,185
-657
| -23% | -$158K | 0.05% | 190 |
|
|
2020
Q3 | $616K | Buy |
+2,842
| New | +$616K | 0.07% | 179 |
|