55I LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$21.4M Buy
2022
Q2
$14.5M Sell
2022
Q1
$21.6M Sell
2021
Q4
$41M Buy
2021
Q3
$16.2M Buy
2021
Q2
$11.6M Buy
2021
Q1
$4.93M Buy
2020
Q4
$1.23M Buy
2020
Q3
$487K Buy
2020
Q2
$274K Sell
2020
Q1
$238K Sell
2019
Q4
$292K Sell
2019
Q3
$337K Buy
2019
Q2
$228K Buy