Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,585
| Closed | -$5.66M | – | 268 |
|
|
2023
Q2 | $5.66M | Buy |
20,585
+200
| +1% | +$55K | 0.43% | 65 |
|
|
2023
Q1 | $4.98M | Buy |
20,385
+760
| +4% | +$186K | 0.4% | 68 |
|
|
2022
Q4 | $4.2M | Hold |
19,625
| – | – | 0.36% | 69 |
|
|
2022
Q3 | $4.13M | Hold |
19,625
| – | – | 0.39% | 63 |
|
|
2022
Q2 | $4.29M | Hold |
19,625
| – | – | 0.39% | 64 |
|
|
2022
Q1 | $5.45M | Hold |
19,625
| – | – | 0.44% | 59 |
|
|
2021
Q4 | $5M | Hold |
19,625
| – | – | 0.4% | 63 |
|
|
2021
Q3 | $5.38M | Hold |
19,625
| – | – | 0.48% | 57 |
|
|
2021
Q2 | $5.33M | Hold |
19,625
| – | – | 0.47% | 57 |
|
|
2021
Q1 | $4.77M | Hold |
19,625
| – | – | 0.46% | 57 |
|
|
2020
Q4 | $4.73M | Buy |
+19,625
| New | +$4.73M | 0.47% | 54 |
|