AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $9.68M | Buy |
35,642
+6,183
| +21% | +$1.68M | 0.63% | 34 |
|
|
2021
Q1 | $7.16M | Buy |
29,459
+577
| +2% | +$140K | 0.51% | 39 |
|
|
2020
Q4 | $6.96M | Buy |
28,882
+813
| +3% | +$196K | 0.53% | 38 |
|
|
2020
Q3 | $6.09M | Sell |
28,069
-312
| -1% | -$67.7K | 0.55% | 38 |
|
|
2020
Q2 | $5.45M | Sell |
28,381
-27
| -0.1% | -$5.18K | 0.59% | 36 |
|
|
2020
Q1 | $4.28M | Sell |
28,408
-2,738
| -9% | -$413K | 0.45% | 45 |
|
|
2019
Q4 | $5.48M | Buy |
31,146
+239
| +0.8% | +$42K | 0.48% | 41 |
|
|
2019
Q3 | $4.93M | Sell |
30,907
-1,569
| -5% | -$250K | 0.46% | 41 |
|
|
2019
Q2 | $5.11M | Buy |
32,476
+3,703
| +13% | +$583K | 0.48% | 37 |
|
|
2019
Q1 | $4.36M | Buy |
28,773
+1,213
| +4% | +$184K | 0.42% | 41 |
|
|
2018
Q4 | $3.61M | Sell |
27,560
-1,188
| -4% | -$156K | 0.41% | 39 |
|
|
2018
Q3 | $4.48M | Buy |
28,748
+1,527
| +6% | +$238K | 0.49% | 36 |
|
|
2018
Q2 | $3.91M | Buy |
27,221
+5,395
| +25% | +$776K | 0.62% | 27 |
|
|
2018
Q1 | $2.97M | Buy |
21,826
+2,843
| +15% | +$387K | 0.51% | 28 |
|
|
2017
Q4 | $2.56M | Buy |
+18,983
| New | +$2.56M | 0.49% | 31 |
|