Zhang Financial’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 | $1.2M | Sell |
2,835
-219
| -7% | -$93K | 0.06% | 153 |
|
|
2025
Q1 | $1.1M | Buy |
3,054
+222
| +8% | +$80.2K | 0.06% | 150 |
|
|
2024
Q4 | $1.14M | Sell |
2,832
-71
| -2% | -$28.5K | 0.07% | 142 |
|
|
2024
Q3 | $1.09M | Buy |
2,903
+2
| +0.1% | +$751 | 0.07% | 139 |
|
|
2024
Q2 | $1.06M | Hold |
2,901
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $978K | Hold |
2,901
| – | – | 0.07% | 145 |
|
|
2023
Q4 | $879K | Sell |
2,901
-84
| -3% | -$25.5K | 0.08% | 139 |
|
|
2023
Q3 | $811K | Hold |
2,985
| – | – | 0.08% | 125 |
|
|
2023
Q2 | $819K | Sell |
2,985
-114
| -4% | -$31.3K | 0.08% | 132 |
|
|
2023
Q1 | $757K | Buy |
3,099
+435
| +16% | +$106K | 0.09% | 128 |
|
|
2022
Q4 | $571K | Hold |
2,664
| – | – | 0.07% | 137 |
|
|
2022
Q3 | $561K | Hold |
2,664
| – | – | 0.08% | 124 |
|
|
2022
Q2 | $583K | Buy |
2,664
+109
| +4% | +$23.9K | 0.09% | 118 |
|
|
2022
Q1 | $709K | Buy |
2,555
+1,823
| +249% | +$506K | 0.12% | 108 |
|
|
2021
Q4 | $224K | Buy |
+732
| New | +$224K | 0.04% | 187 |
|