Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $477K | Sell |
3,210
-265
| -8% | -$39.4K | 0.24% | 74 |
|
|
2022
Q4 | $744K | Sell |
3,475
-5,018
| -59% | -$1.08M | 0.41% | 66 |
|
|
2022
Q3 | $1.79M | Buy |
8,493
+2,381
| +39% | +$501K | 0.63% | 47 |
|
|
2022
Q2 | $1.34M | Buy |
6,112
+2,109
| +53% | +$461K | 0.84% | 40 |
|
|
2022
Q1 | $1.11M | Buy |
4,003
+1,631
| +69% | +$453K | 0.6% | 51 |
|
|
2021
Q4 | $725K | Hold |
2,372
| – | – | 0.36% | 66 |
|
|
2021
Q3 | $650K | Sell |
2,372
-2,357
| -50% | -$646K | 0.35% | 71 |
|
|
2021
Q2 | $1.28M | Hold |
4,729
| – | – | 0.39% | 60 |
|
|
2021
Q1 | $1.15M | Buy |
4,729
+241
| +5% | +$58.6K | 0.37% | 60 |
|
|
2020
Q4 | $1.08M | Sell |
4,488
-2,283
| -34% | -$551K | 0.71% | 47 |
|
|
2020
Q3 | $1.47M | Buy |
6,771
+3,473
| +105% | +$753K | 0.61% | 49 |
|
|
2020
Q2 | $632K | Sell |
3,298
-2,165
| -40% | -$415K | 0.56% | 51 |
|
|
2020
Q1 | $823K | Buy |
5,463
+2,718
| +99% | +$409K | 0.92% | 35 |
|
|
2019
Q4 | $483K | Buy |
2,745
+120
| +5% | +$21.1K | 0.42% | 58 |
|
|
2019
Q3 | $420K | Sell |
2,625
-577
| -18% | -$92.3K | 0.41% | 57 |
|
|
2019
Q2 | $503K | Sell |
3,202
-1,204
| -27% | -$189K | 0.48% | 54 |
|
|
2019
Q1 | $666K | Buy |
4,406
+643
| +17% | +$97.2K | 0.33% | 65 |
|
|
2018
Q4 | $494K | Buy |
3,763
+107
| +3% | +$14K | 0.59% | 45 |
|
|
2018
Q3 | $569K | Sell |
3,656
-639
| -15% | -$99.5K | 0.87% | 41 |
|
|
2018
Q2 | $619K | Sell |
4,295
-70
| -2% | -$10.1K | 1% | 38 |
|
|
2018
Q1 | $593K | Sell |
4,365
-4,223
| -49% | -$574K | 0.98% | 40 |
|
|
2017
Q4 | $1.15M | Buy |
+8,588
| New | +$1.15M | 1.71% | 25 |
|