Advisor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $389K | Sell |
1,779
-368
| -17% | -$80.5K | 0.03% | 557 |
|
|
2022
Q1 | $596K | Buy |
2,147
+43
| +2% | +$11.9K | 0.04% | 458 |
|
|
2021
Q4 | $643K | Buy |
2,104
+346
| +20% | +$106K | 0.04% | 444 |
|
|
2021
Q3 | $482K | Sell |
1,758
-335
| -16% | -$91.8K | 0.03% | 498 |
|
|
2021
Q2 | $568K | Hold |
2,093
| – | – | 0.04% | 463 |
|
|
2021
Q1 | $509K | Hold |
2,093
| – | – | 0.04% | 478 |
|
|
2020
Q4 | $505K | Buy |
2,093
+153
| +8% | +$36.9K | 0.04% | 450 |
|
|
2020
Q3 | $420K | Buy |
1,940
+636
| +49% | +$138K | 0.04% | 442 |
|
|
2020
Q2 | $251K | Buy |
+1,304
| New | +$251K | 0.02% | 574 |
|
|
2020
Q1 | – | Sell |
-1,304
| Closed | -$237K | – | 662 |
|
|
2019
Q4 | $237K | Sell |
1,304
-135
| -9% | -$24.5K | 0.02% | 556 |
|
|
2019
Q3 | $230K | Buy |
+1,439
| New | +$230K | 0.03% | 573 |
|