Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.77M | Sell |
5,776
-140
| -2% | -$42.8K | 0.82% | 26 |
|
|
2021
Q3 | $1.62M | Sell |
5,916
-176
| -3% | -$48.2K | 0.78% | 27 |
|
|
2021
Q2 | $1.65M | Sell |
6,092
-360
| -6% | -$97.7K | 0.79% | 26 |
|
|
2021
Q1 | $1.57M | Sell |
6,452
-86
| -1% | -$20.9K | 0.72% | 31 |
|
|
2020
Q4 | $1.58M | Buy |
6,538
+7
| +0.1% | +$1.69K | 0.76% | 31 |
|
|
2020
Q3 | $1.42M | Sell |
6,531
-81
| -1% | -$17.6K | 0.61% | 33 |
|
|
2020
Q2 | $1.27M | Buy |
6,612
+554
| +9% | +$106K | 0.55% | 33 |
|
|
2020
Q1 | $913K | Sell |
6,058
-94
| -2% | -$14.2K | 0.45% | 34 |
|
|
2019
Q4 | $1.16M | Sell |
6,152
-372
| -6% | -$70.2K | 0.48% | 34 |
|
|
2019
Q3 | $1.04M | Sell |
6,524
-54
| -0.8% | -$8.62K | 0.45% | 34 |
|
|
2019
Q2 | $1.04M | Sell |
6,578
-589
| -8% | -$92.7K | 0.46% | 35 |
|
|
2019
Q1 | $1.09M | Sell |
7,167
-338
| -5% | -$51.2K | 0.5% | 32 |
|
|
2018
Q4 | $982K | Buy |
7,505
+19
| +0.3% | +$2.49K | 0.5% | 30 |
|
|
2018
Q3 | $1.1M | Buy |
7,486
+40
| +0.5% | +$5.9K | 0.52% | 31 |
|
|
2018
Q2 | $1.07M | Buy |
7,446
+150
| +2% | +$21.6K | 0.52% | 33 |
|
|
2018
Q1 | $993K | Sell |
7,296
-915
| -11% | -$125K | 0.51% | 34 |
|
|
2017
Q4 | $1.11M | Sell |
8,211
-104
| -1% | -$14K | 0.57% | 34 |
|
|
2017
Q3 | $1.04M | Sell |
8,315
-89
| -1% | -$11.1K | 0.57% | 32 |
|
|
2017
Q2 | $1M | Sell |
8,404
-165
| -2% | -$19.6K | 0.64% | 31 |
|
|
2017
Q1 | $975K | Buy |
8,569
+2,411
| +39% | +$274K | 0.66% | 30 |
|
|
2016
Q4 | $646K | Sell |
6,158
-40
| -0.6% | -$4.2K | 0.51% | 32 |
|
|
2016
Q3 | $646K | Sell |
6,198
-624
| -9% | -$65K | 0.54% | 30 |
|
|
2016
Q2 | $685K | Sell |
6,822
-250
| -4% | -$25.1K | 0.59% | 29 |
|
|
2016
Q1 | $706K | Buy |
7,072
+23
| +0.3% | +$2.3K | 0.64% | 28 |
|
|
2015
Q4 | $701K | Buy |
7,049
+43
| +0.6% | +$4.28K | 0.68% | 27 |
|
|
2015
Q3 | $652K | Sell |
7,006
-172
| -2% | -$16K | 0.66% | 27 |
|
|
2015
Q2 | $711K | Buy |
+7,178
| New | +$711K | 0.69% | 27 |
|