Zuckerman Investment Group’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 | $8.12M | Buy |
19,134
+3,255
| +20% | +$1.38M | 0.79% | 42 |
|
|
2025
Q1 | $5.73M | Sell |
15,879
-208
| -1% | -$75.1K | 0.61% | 47 |
|
|
2024
Q4 | $6.52M | Buy |
16,087
+605
| +4% | +$245K | 0.63% | 47 |
|
|
2024
Q3 | $5.81M | Sell |
15,482
-213
| -1% | -$80K | 0.6% | 46 |
|
|
2024
Q2 | $5.72M | Buy |
15,695
+2,314
| +17% | +$843K | 0.66% | 43 |
|
|
2024
Q1 | $4.51M | Buy |
13,381
+523
| +4% | +$176K | 0.51% | 45 |
|
|
2023
Q4 | $3.9M | Buy |
12,858
+912
| +8% | +$276K | 0.5% | 47 |
|
|
2023
Q3 | $3.18M | Buy |
11,946
+1,380
| +13% | +$367K | 0.45% | 47 |
|
|
2023
Q2 | $2.91M | Buy |
10,566
+210
| +2% | +$57.8K | 0.42% | 46 |
|
|
2023
Q1 | $2.53M | Sell |
10,356
-195
| -2% | -$47.6K | 0.38% | 47 |
|
|
2022
Q4 | $2.26M | Buy |
10,551
+231
| +2% | +$49.5K | 0.36% | 49 |
|
|
2022
Q3 | $2.17M | Buy |
10,320
+1,025
| +11% | +$216K | 0.41% | 45 |
|
|
2022
Q2 | $2.03M | Buy |
9,295
+280
| +3% | +$61.2K | 0.37% | 49 |
|
|
2022
Q1 | $2.5M | Buy |
9,015
+1,133
| +14% | +$315K | 0.4% | 49 |
|
|
2021
Q4 | $2.41M | Buy |
7,882
+339
| +4% | +$104K | 0.37% | 51 |
|
|
2021
Q3 | $2.07M | Buy |
7,543
+81
| +1% | +$22.2K | 0.34% | 53 |
|
|
2021
Q2 | $2.03M | Buy |
7,462
+1,199
| +19% | +$326K | 0.32% | 52 |
|
|
2021
Q1 | $1.52M | Buy |
6,263
+1,143
| +22% | +$278K | 0.25% | 52 |
|
|
2020
Q4 | $1.24M | Sell |
5,120
-470
| -8% | -$113K | 0.23% | 49 |
|
|
2020
Q3 | $1.21M | Buy |
5,590
+2,363
| +73% | +$512K | 0.27% | 46 |
|
|
2020
Q2 | $619K | Buy |
+3,227
| New | +$619K | 0.15% | 51 |
|