ZWJ Investment Counsel’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
$388K Sell
913
-125
-12% -$53.1K 0.01% 160
2025
Q1
$375K Hold
1,038
0.02% 165
2024
Q4
$417K Sell
1,038
-230
-18% -$92.4K 0.02% 158
2024
Q3
$476K Buy
1,268
+54
+4% +$20.3K 0.02% 154
2024
Q2
$443K Hold
1,214
0.02% 153
2024
Q1
$409K Buy
1,214
+176
+17% +$59.3K 0.02% 168
2023
Q4
$315K Hold
1,038
0.02% 161
2023
Q3
$276K Hold
1,038
0.02% 164
2023
Q2
$286K Hold
1,038
0.01% 160
2023
Q1
$254K Hold
1,038
0.01% 167
2022
Q4
$222K Hold
1,038
0.01% 166
2022
Q3
$218K Hold
1,038
0.01% 163
2022
Q2
$227K Hold
1,038
0.01% 167
2022
Q1
$288K Hold
1,038
0.02% 151
2021
Q4
$317K Hold
1,038
0.02% 154
2021
Q3
$284K Hold
1,038
0.02% 149
2021
Q2
$282K Sell
1,038
-3,576
-78% -$972K 0.02% 149
2021
Q1
$1.12M Buy
4,614
+3,348
+264% +$813K 0.07% 97
2020
Q4
$305K Buy
+1,266
New +$305K 0.02% 142
2020
Q2
Sell
-7,390
Closed -$1.11M 168
2020
Q1
$1.11M Hold
7,390
0.1% 100
2019
Q4
$1.3M Buy
+7,390
New +$1.3M 0.09% 103
2019
Q1
Sell
-3,800
Closed -$497K 159
2018
Q4
$497K Buy
+3,800
New +$497K 0.05% 107
2017
Q2
Sell
-3,796
Closed -$432K 306
2017
Q1
$432K Buy
+3,796
New +$432K 0.04% 193