B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.21K | Buy |
5,539
+2,363
| +74% | +$517 | ﹤0.01% | 273 |
|
|
2022
Q1 | $882K | Buy |
3,176
+967
| +44% | +$269K | 0.07% | 228 |
|
|
2021
Q4 | $675K | Sell |
2,209
-2
| -0.1% | -$611 | 0.05% | 286 |
|
|
2021
Q3 | $606K | Buy |
+2,211
| New | +$606K | 0.05% | 295 |
|
|
2020
Q3 | – | Sell |
-3,482
| Closed | -$669K | – | 473 |
|
|
2020
Q2 | $669K | Sell |
3,482
-2,704
| -44% | -$520K | 0.07% | 199 |
|
|
2020
Q1 | $931K | Buy |
6,186
+770
| +14% | +$116K | 0.1% | 189 |
|
|
2019
Q4 | $953K | Sell |
5,416
-296
| -5% | -$52.1K | 0.14% | 150 |
|
|
2019
Q3 | $911K | Buy |
5,712
+42
| +0.7% | +$6.7K | 0.16% | 140 |
|
|
2019
Q2 | $892 | Sell |
5,670
-1,670
| -23% | -$263 | 0.14% | 147 |
|
|
2019
Q1 | $1.11M | Sell |
7,340
-5,848
| -44% | -$884K | 0.19% | 120 |
|
|
2018
Q4 | $1.73M | Buy |
13,188
+6,748
| +105% | +$883K | 0.36% | 64 |
|
|
2018
Q3 | $1.01M | Buy |
+6,440
| New | +$1.01M | 0.25% | 93 |
|
|
2015
Q4 | – | Sell |
-2,195
| Closed | -$204K | – | 160 |
|
|
2015
Q3 | $204K | Buy |
2,195
+470
| +27% | +$43.7K | 0.29% | 142 |
|
|
2015
Q2 | $170K | Buy |
1,725
+585
| +51% | +$57.7K | 0.14% | 205 |
|
|
2015
Q1 | $112K | Sell |
1,140
-530
| -32% | -$52.1K | 0.08% | 264 |
|
|
2014
Q4 | $159K | Sell |
1,670
-534
| -24% | -$50.8K | 0.13% | 195 |
|
|
2014
Q3 | $201K | Buy |
2,204
+65
| +3% | +$5.93K | 0.15% | 191 |
|
|
2014
Q2 | $194K | Buy |
2,139
+419
| +24% | +$38K | 0.13% | 221 |
|
|
2014
Q1 | $149K | Buy |
+1,720
| New | +$149K | 0.11% | 245 |
|