Advisory Services & Investments’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 | $212K | Hold |
564
| – | – | 0.14% | 36 |
|
|
2024
Q2 | $206K | Buy |
+564
| New | +$206K | 0.14% | 35 |
|
|
2022
Q4 | – | Sell |
-1,328
| Closed | -$279K | – | 36 |
|
|
2022
Q3 | $279K | Hold |
1,328
| – | – | 0.29% | 34 |
|
|
2022
Q2 | $290K | Hold |
1,328
| – | – | 0.28% | 39 |
|
|
2022
Q1 | $369K | Hold |
1,328
| – | – | 0.3% | 32 |
|
|
2021
Q4 | $406K | Hold |
1,328
| – | – | 0.26% | 31 |
|
|
2021
Q3 | $364K | Hold |
1,328
| – | – | 0.24% | 31 |
|
|
2021
Q2 | $361K | Sell |
1,328
-826
| -38% | -$225K | 0.26% | 21 |
|
|
2021
Q1 | $524K | Buy |
+2,154
| New | +$524K | 0.43% | 21 |
|