9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.6M | Buy |
4,266
+22
| +0.5% | +$8.26K | 0.24% | 84 |
|
|
2024
Q2 | $1.55M | Hold |
4,244
| – | – | 0.24% | 84 |
|
|
2024
Q1 | $1.43M | Buy |
4,244
+1,036
| +32% | +$349K | 0.22% | 88 |
|
|
2023
Q4 | $973K | Buy |
3,208
+423
| +15% | +$128K | 0.17% | 118 |
|
|
2023
Q3 | $741K | Buy |
2,785
+471
| +20% | +$125K | 0.14% | 131 |
|
|
2023
Q2 | $637K | Sell |
2,314
-107
| -4% | -$29.4K | 0.12% | 150 |
|
|
2023
Q1 | $592K | Sell |
2,421
-516
| -18% | -$126K | 0.12% | 156 |
|
|
2022
Q4 | $629K | Buy |
2,937
+736
| +33% | +$158K | 0.14% | 144 |
|
|
2022
Q3 | $463K | Sell |
2,201
-119
| -5% | -$25K | 0.12% | 172 |
|
|
2022
Q2 | $507K | Sell |
2,320
-50
| -2% | -$10.9K | 0.13% | 173 |
|
|
2022
Q1 | $658K | Buy |
2,370
+351
| +17% | +$97.5K | 0.15% | 151 |
|
|
2021
Q4 | $617K | Buy |
2,019
+43
| +2% | +$13.1K | 0.14% | 157 |
|
|
2021
Q3 | $542K | Hold |
1,976
| – | – | 0.14% | 159 |
|
|
2021
Q2 | $536K | Hold |
1,976
| – | – | 0.14% | 157 |
|
|
2021
Q1 | $480K | Hold |
1,976
| – | – | 0.14% | 158 |
|
|
2020
Q4 | $476K | Buy |
+1,976
| New | +$476K | 0.16% | 153 |
|