Arbor Trust Wealth Advisors’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
Q3 | – | Sell |
-1,200
| Closed | -$262K | – | 100 |
|
|
2022
Q2 | $262K | Buy |
+1,200
| New | +$262K | 0.18% | 84 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$367K | – | 107 |
|
|
2021
Q4 | $367K | Sell |
1,200
-638
| -35% | -$195K | 0.21% | 76 |
|
|
2021
Q3 | $504K | Hold |
1,838
| – | – | 0.31% | 60 |
|
|
2021
Q2 | $499K | Hold |
1,838
| – | – | 0.31% | 61 |
|
|
2021
Q1 | $447K | Hold |
1,838
| – | – | 0.3% | 62 |
|
|
2020
Q4 | $443K | Hold |
1,838
| – | – | 0.32% | 59 |
|
|
2020
Q3 | $399K | Sell |
1,838
-28
| -2% | -$6.08K | 0.35% | 59 |
|
|
2020
Q2 | $358K | Hold |
1,866
| – | – | 0.32% | 63 |
|
|
2020
Q1 | $281K | Hold |
1,866
| – | – | 0.3% | 66 |
|
|
2019
Q4 | $328K | Buy |
+1,866
| New | +$328K | 0.28% | 69 |
|