AMI Investment 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
Q1 | – | Sell |
-3,335
| Closed | -$882K | – | 75 |
|
|
2021
Q4 | $882K | Sell |
3,335
-8,750
| -72% | -$2.31M | 0.36% | 50 |
|
|
2021
Q3 | $2.92M | Hold |
12,085
| – | – | 1.22% | 29 |
|
|
2021
Q2 | $2.93M | Hold |
12,085
| – | – | 1.16% | 30 |
|
|
2021
Q1 | $2.71M | Hold |
12,085
| – | – | 1.14% | 31 |
|
|
2020
Q4 | $2.56M | Hold |
12,085
| – | – | 1.13% | 32 |
|
|
2020
Q3 | $2.26M | Hold |
12,085
| – | – | 1.14% | 32 |
|
|
2020
Q2 | $2.08M | Hold |
12,085
| – | – | 1.1% | 36 |
|
|
2020
Q1 | $1.71M | Sell |
12,085
-2,500
| -17% | -$354K | 1.01% | 38 |
|
|
2019
Q4 | $2.6M | Hold |
14,585
| – | – | 1.11% | 31 |
|
|
2019
Q3 | $2.4M | Buy |
+14,585
| New | +$2.4M | 1.12% | 31 |
|