Altium Wealth Management’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 | $1.61M | Buy |
7,343
+63
| +0.9% | +$13.8K | 0.12% | 108 |
|
|
2022
Q1 | $2.02M | Buy |
7,280
+269
| +4% | +$74.7K | 0.13% | 89 |
|
|
2021
Q4 | $2.14M | Buy |
7,011
+457
| +7% | +$140K | 0.14% | 85 |
|
|
2021
Q3 | $1.8M | Hold |
6,554
| – | – | 0.13% | 89 |
|
|
2021
Q2 | $1.78M | Sell |
6,554
-47
| -0.7% | -$12.8K | 0.13% | 89 |
|
|
2021
Q1 | $1.6M | Sell |
6,601
-172
| -3% | -$41.8K | 0.13% | 90 |
|
|
2020
Q4 | $1.63M | Buy |
6,773
+1,984
| +41% | +$478K | 0.14% | 80 |
|
|
2020
Q3 | $1.04M | Sell |
4,789
-25
| -0.5% | -$5.42K | 0.11% | 93 |
|
|
2020
Q2 | $924K | Buy |
4,814
+396
| +9% | +$76K | 0.1% | 98 |
|
|
2020
Q1 | $666K | Sell |
4,418
-316
| -7% | -$47.6K | 0.09% | 110 |
|
|
2019
Q4 | $833K | Buy |
4,734
+24
| +0.5% | +$4.22K | 0.1% | 115 |
|
|
2019
Q3 | $752K | Buy |
4,710
+697
| +17% | +$111K | 0.1% | 121 |
|
|
2019
Q2 | $631K | Sell |
4,013
-528
| -12% | -$83K | 0.09% | 141 |
|
|
2019
Q1 | $687K | Sell |
4,541
-160
| -3% | -$24.2K | 0.11% | 127 |
|
|
2018
Q4 | $615K | Sell |
4,701
-1,520
| -24% | -$199K | 0.12% | 126 |
|
|
2018
Q3 | $970K | Sell |
6,221
-1,215
| -16% | -$189K | 0.19% | 85 |
|
|
2018
Q2 | $1.07M | Buy |
7,436
+43
| +0.6% | +$6.18K | 0.29% | 68 |
|
|
2018
Q1 | $1.01M | Buy |
7,393
+1
| +0% | +$136 | 0.4% | 44 |
|
|
2017
Q4 | $995K | Buy |
+7,392
| New | +$995K | 0.46% | 43 |
|