Annapolis Financial Services’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 | $221K | Buy |
588
+38
| +7% | +$14.3K | 0.07% | 94 |
|
|
2024
Q2 | $200K | Hold |
550
| – | – | 0.07% | 94 |
|
|
2024
Q1 | $185K | Hold |
550
| – | – | 0.06% | 91 |
|
|
2023
Q4 | $167K | Sell |
550
-103
| -16% | -$31.2K | 0.04% | 123 |
|
|
2023
Q3 | $174K | Buy |
653
+550
| +534% | +$146K | 0.05% | 116 |
|
|
2023
Q2 | $28.3K | Hold |
103
| – | – | 0.01% | 234 |
|
|
2023
Q1 | $25.2K | Hold |
103
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $22.1K | Hold |
103
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $22K | Hold |
103
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $23K | Hold |
103
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $29K | Hold |
103
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $31K | Hold |
103
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $28K | Hold |
103
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $28K | Hold |
103
| – | – | 0.01% | 199 |
|
|
2021
Q1 | $25K | Hold |
103
| – | – | 0.01% | 193 |
|
|
2020
Q4 | $25K | Buy |
+103
| New | +$25K | 0.01% | 188 |
|