AWS
AJ Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.11M | Buy |
7,677
+9
| +0.1% | +$2.48K | 0.1% | 91 |
|
|
2023
Q1 | $1.87M | Sell |
7,668
-3,430
| -31% | -$838K | 0.1% | 94 |
|
|
2022
Q4 | $2.38M | Sell |
11,098
-777
| -7% | -$166K | 0.12% | 81 |
|
|
2022
Q3 | $2.5M | Buy |
11,875
+15
| +0.1% | +$3.16K | 0.15% | 71 |
|
|
2022
Q2 | $2.59M | Buy |
11,860
+10
| +0.1% | +$2.19K | 0.14% | 76 |
|
|
2022
Q1 | $3.29M | Hold |
11,850
| – | – | 0.16% | 77 |
|
|
2021
Q4 | $3.62M | Sell |
11,850
-106
| -0.9% | -$32.4K | 0.17% | 63 |
|
|
2021
Q3 | $3.28M | Buy |
11,956
+899
| +8% | +$246K | 0.18% | 61 |
|
|
2021
Q2 | $3M | Sell |
11,057
-1,684
| -13% | -$457K | 0.18% | 57 |
|
|
2021
Q1 | $3.1M | Hold |
12,741
| – | – | 0.22% | 51 |
|
|
2020
Q4 | $3.07M | Buy |
12,741
+9
| +0.1% | +$2.17K | 0.27% | 42 |
|
|
2020
Q3 | $2.76M | Buy |
12,732
+11
| +0.1% | +$2.39K | 0.28% | 39 |
|
|
2020
Q2 | $2.44M | Buy |
12,721
+5,658
| +80% | +$1.09M | 0.27% | 44 |
|
|
2020
Q1 | $1.06M | Sell |
7,063
-286
| -4% | -$43.1K | 0.14% | 54 |
|
|
2019
Q4 | $1.29M | Sell |
7,349
-1,164
| -14% | -$205K | 0.15% | 55 |
|
|
2019
Q3 | $1.36M | Sell |
8,513
-3,063
| -26% | -$489K | 0.18% | 53 |
|
|
2019
Q2 | $1.82M | Hold |
11,576
| – | – | 0.27% | 37 |
|
|
2019
Q1 | $1.75M | Hold |
11,576
| – | – | 0.29% | 36 |
|
|
2018
Q4 | $1.52M | Sell |
11,576
-365
| -3% | -$47.8K | 0.29% | 37 |
|
|
2018
Q3 | $1.86M | Buy |
11,941
+4,747
| +66% | +$741K | 0.34% | 32 |
|
|
2018
Q2 | $1.03M | Buy |
7,194
+1,908
| +36% | +$274K | 0.21% | 44 |
|
|
2018
Q1 | $719K | Sell |
5,286
-4,747
| -47% | -$646K | 0.17% | 49 |
|
|
2017
Q4 | $1.35M | Buy |
10,033
+4,747
| +90% | +$639K | 0.34% | 36 |
|
|
2017
Q3 | $661K | Hold |
5,286
| – | – | 0.21% | 50 |
|
|
2017
Q2 | $629K | Sell |
5,286
-39
| -0.7% | -$4.64K | 0.24% | 47 |
|
|
2017
Q1 | $606K | Buy |
5,325
+39
| +0.7% | +$4.44K | 0.26% | 49 |
|
|
2016
Q4 | $555K | Buy |
+5,286
| New | +$555K | 0.29% | 46 |
|