ARS Investment Partners’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
Q1 | – | Sell |
-1,025
| Closed | -$311K | – | 164 |
|
2023
Q4 | $311K | Hold |
1,025
| – | – | 0.03% | 122 |
|
2023
Q3 | $273K | Hold |
1,025
| – | – | 0.03% | 121 |
|
2023
Q2 | $282K | Hold |
1,025
| – | – | 0.03% | 133 |
|
2023
Q1 | $250K | Hold |
1,025
| – | – | 0.03% | 137 |
|
2022
Q4 | $220K | Hold |
1,025
| – | – | 0.03% | 125 |
|
2022
Q3 | $216K | Hold |
1,025
| – | – | 0.03% | 143 |
|
2022
Q2 | $224K | Hold |
1,025
| – | – | 0.03% | 130 |
|
2022
Q1 | $285K | Sell |
1,025
-141
| -12% | -$39.2K | 0.03% | 129 |
|
2021
Q4 | $356K | Hold |
1,166
| – | – | 0.03% | 124 |
|
2021
Q3 | $320K | Hold |
1,166
| – | – | 0.03% | 128 |
|
2021
Q2 | $317K | Hold |
1,166
| – | – | 0.03% | 119 |
|
2021
Q1 | $283K | Hold |
1,166
| – | – | 0.03% | 118 |
|
2020
Q4 | $281K | Hold |
1,166
| – | – | 0.03% | 99 |
|
2020
Q3 | $253K | Buy |
+1,166
| New | +$253K | 0.04% | 89 |
|
2019
Q4 | – | Sell |
-1,393
| Closed | -$222K | – | 117 |
|
2019
Q3 | $222K | Hold |
1,393
| – | – | 0.04% | 101 |
|
2019
Q2 | $219K | Hold |
1,393
| – | – | 0.04% | 127 |
|
2019
Q1 | $211K | Buy |
+1,393
| New | +$211K | 0.04% | 111 |
|
2018
Q4 | – | Sell |
-1,393
| Closed | -$217K | – | 119 |
|
2018
Q3 | $217K | Hold |
1,393
| – | – | 0.03% | 116 |
|
2018
Q2 | $200K | Sell |
1,393
-292
| -17% | -$41.9K | 0.03% | 118 |
|
2018
Q1 | $229K | Buy |
+1,685
| New | +$229K | 0.03% | 144 |
|