iShares Russell 1000 Growth ETF (IWF)
Sector: | NA |
Super Investor Stats: | |
Ownership count: | 3 |
Ownership rank: | 206 |
% of all portfolios: | 0.013% |
Hold Price * : | $375.38 |
History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
Q3  2024 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 12.07% | 2,090 | 0.09 | |
≡ | Torray Funds | Reduce 12.33% | 160 | 0.01 | |
≡ | Polen Capital Management | Reduce 45.53% | 135,597 | 0.13 | |
Q2  2024 | |||||
≡ | Polen Capital Management | Add 292.95% | 222,017 | 0.20 | |
≡ | David Katz - Matrix Asset Advisors | Add 3.40% | 569 | 0.02 | |
Q1  2024 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 9.48% | 1,450 | 0.06 | |
≡ | Polen Capital Management | Reduce 81.76% | 339,609 | 0.27 | |
Q4  2023 | |||||
≡ | Polen Capital Management | Add 38.70% | 115,901 | 0.04 | |
≡ | David Katz - Matrix Asset Advisors | Add 1.26% | 191 | 0.01 | |
≡ | David Rolfe - Wedgewood Partners | Sell 100.00% | 1,339 | 0.09 | |
Q3  2023 | |||||
≡ | Polen Capital Management | Add 133.80% | 171,395 | 0.12 | |
≡ | David Katz - Matrix Asset Advisors | Add 12.35% | 1,661 | 0.06 | |
≡ | David Rolfe - Wedgewood Partners | Buy | 1,339 | 0.09 | |
≡ | Torray Funds | Reduce 9.61% | 138 | 0.01 | |
Q2  2023 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 11.62% | 1,400 | 0.05 | |
≡ | Polen Capital Management | Reduce 6.44% | 8,813 | 0.01 | |
Q1  2023 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 4.99% | 573 | 0.02 | |
≡ | Torray Funds | Reduce 46.83% | 1,265 | 0.05 | |
≡ | Polen Capital Management | Reduce 94.60% | 2,400,600 | 1.58 | |
Q4  2022 | |||||
≡ | Polen Capital Management | Add 329.78% | 1,947,087 | 1.22 | |
≡ | David Katz - Matrix Asset Advisors | Add 37.97% | 3,159 | 0.10 | |
≡ | Torray Funds | Add 34.31% | 690 | 0.03 | |
Q3  2022 | |||||
≡ | David Katz - Matrix Asset Advisors | Reduce 15.64% | 1,542 | 0.05 | |
≡ | Polen Capital Management | Reduce 49.27% | 573,479 | 0.34 | |
Q2  2022 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 66.85% | 3,951 | 0.13 | |
≡ | Polen Capital Management | Add 4.61% | 51,291 | 0.03 | |
Q1  2022 | |||||
≡ | Polen Capital Management | Add 364.71% | 873,190 | 0.47 | |
≡ | David Katz - Matrix Asset Advisors | Add 63.35% | 2,292 | 0.09 | |
Q4  2021 | |||||
≡ | Polen Capital Management | Add 264.18% | 173,680 | 0.09 | |
≡ | David Katz - Matrix Asset Advisors | Add 29.08% | 815 | 0.03 | |
Q3  2021 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 47.29% | 900 | 0.04 | |
≡ | Torray Funds | Reduce 18.29% | 450 | 0.02 | |
≡ | Polen Capital Management | Reduce 65.76% | 126,274 | 0.06 | |
Q2  2021 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 53.96% | 667 | 0.02 | |
≡ | Polen Capital Management | Add 8.54% | 15,100 | 0.01 | |
Q1  2021 | |||||
≡ | Polen Capital Management | Add 179.51% | 113,622 | 0.06 | |
≡ | David Katz - Matrix Asset Advisors | Buy | 1,236 | 0.04 | |
Q4  2020 | |||||
≡ | Polen Capital Management | Add 156.00% | 38,570 | 0.02 | |
Q3  2020 | |||||
≡ | Polen Capital Management | Reduce 63.61% | 43,213 | 0.02 | |
Q2  2020 | |||||
≡ | Torray Funds | Reduce 1.01% | 25 | 0.00 | |
≡ | Polen Capital Management | Reduce 83.53% | 344,528 | 0.20 | |
Q1  2020 | |||||
≡ | Polen Capital Management | Add 990.23% | 374,633 | 0.25 | |
≡ | Torray Funds | Reduce 7.99% | 216 | 0.01 | |
Q4  2019 | |||||
≡ | Torray Funds | Add 6.21% | 158 | 0.00 | |
≡ | Polen Capital Management | Reduce 16.94% | 7,716 | 0.01 | |
Q3  2019 | |||||
≡ | Polen Capital Management | Reduce 11.44% | 5,883 | 0.00 | |
Q2  2019 | |||||
≡ | Polen Capital Management | Add 76.92% | 22,361 | 0.02 | |
≡ | Torray Funds | Add 6.00% | 144 | 0.00 | |
Q1  2019 | |||||
≡ | Torray Funds | Reduce 86.57% | 15,464 | 0.26 | |
Q4  2018 | |||||
≡ | Torray Funds | Buy | 17,864 | 0.28 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.