Avestar Capital’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
Q1 | – | Sell |
-15,036
| Closed | -$4.6M | – | 380 |
|
|
2021
Q4 | $4.6M | Buy |
15,036
+330
| +2% | +$101K | 0.56% | 26 |
|
|
2021
Q3 | $4.03M | Buy |
+14,706
| New | +$4.03M | 0.52% | 31 |
|
|
2020
Q3 | – | Sell |
-5,324
| Closed | -$1.02M | – | 241 |
|
|
2020
Q2 | $1.02M | Sell |
5,324
-2,202
| -29% | -$423K | 0.45% | 56 |
|
|
2020
Q1 | $1.13M | Buy |
7,526
+1,202
| +19% | +$181K | 0.62% | 36 |
|
|
2019
Q4 | $1.11M | Buy |
6,324
+515
| +9% | +$90.6K | 0.63% | 40 |
|
|
2019
Q3 | $927K | Buy |
5,809
+13
| +0.2% | +$2.08K | 0.58% | 40 |
|
|
2019
Q2 | $910K | Sell |
5,796
-75
| -1% | -$11.8K | 0.58% | 38 |
|
|
2019
Q1 | $885K | Sell |
5,871
-4,501
| -43% | -$678K | 0.58% | 39 |
|
|
2018
Q4 | $1.35M | Buy |
10,372
+9,430
| +1,001% | +$1.23M | 0.93% | 27 |
|
|
2018
Q3 | $146K | Hold |
942
| – | – | 0.08% | 154 |
|
|
2018
Q2 | $135K | Buy |
942
+10
| +1% | +$1.43K | 0.09% | 162 |
|
|
2018
Q1 | $126K | Hold |
932
| – | – | 0.08% | 140 |
|
|
2017
Q4 | $125K | Buy |
+932
| New | +$125K | 0.09% | 130 |
|