AAFMAA Wealth Management & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,015
| Closed | -$248K | – | 51 |
|
|
2023
Q1 | $248K | Hold |
1,015
| – | – | 0.2% | 51 |
|
|
2022
Q4 | $217K | Hold |
1,015
| – | – | 0.2% | 52 |
|
|
2022
Q3 | $214K | Buy |
+1,015
| New | +$214K | 0.16% | 63 |
|
|
2022
Q2 | – | Sell |
-1,978
| Closed | -$549K | – | 59 |
|
|
2022
Q1 | $549K | Sell |
1,978
-35
| -2% | -$9.71K | 0.25% | 55 |
|
|
2021
Q4 | $615K | Sell |
2,013
-5
| -0.2% | -$1.53K | 0.27% | 56 |
|
|
2021
Q3 | $553K | Sell |
2,018
-80
| -4% | -$21.9K | 0.26% | 57 |
|
|
2021
Q2 | $570K | Sell |
2,098
-75
| -3% | -$20.4K | 0.26% | 55 |
|
|
2021
Q1 | $528K | Sell |
2,173
-200
| -8% | -$48.6K | 0.25% | 54 |
|
|
2020
Q4 | $572K | Buy |
+2,373
| New | +$572K | 0.28% | 51 |
|