Avitas 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
Q1 | – | Sell |
-3,039
| Closed | -$921K | – | 207 |
|
|
2023
Q4 | $921K | Sell |
3,039
-215
| -7% | -$65.2K | 0.15% | 136 |
|
|
2023
Q3 | $866K | Sell |
3,254
-4,625
| -59% | -$1.23M | 0.16% | 132 |
|
|
2023
Q2 | $2.17M | Sell |
7,879
-105
| -1% | -$28.9K | 0.39% | 71 |
|
|
2023
Q1 | $1.95M | Sell |
7,984
-128
| -2% | -$31.3K | 0.38% | 80 |
|
|
2022
Q4 | $1.74M | Buy |
+8,112
| New | +$1.74M | 0.37% | 82 |
|