Aspire Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $240K | Hold |
640
| – | – | 0.13% | 86 |
|
2024
Q2 | $233K | Buy |
640
+190
| +42% | +$69.3K | 0.13% | 89 |
|
2024
Q1 | $152K | Hold |
450
| – | – | 0.09% | 104 |
|
2023
Q4 | $136K | Hold |
450
| – | – | 0.09% | 102 |
|
2023
Q3 | $120K | Hold |
450
| – | – | 0.09% | 102 |
|
2023
Q2 | $124K | Hold |
450
| – | – | 0.09% | 100 |
|
2023
Q1 | $110K | Hold |
450
| – | – | 0.09% | 105 |
|
2022
Q4 | $96.4K | Hold |
450
| – | – | 0.08% | 111 |
|
2022
Q3 | $95K | Hold |
450
| – | – | 0.09% | 101 |
|
2022
Q2 | $98K | Buy |
+450
| New | +$98K | 0.09% | 106 |
|