Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36
| Closed | -$8K | – | 179 |
|
|
2022
Q4 | $8K | Buy |
+36
| New | +$8K | ﹤0.01% | 133 |
|
|
2020
Q4 | – | Sell |
-772
| Closed | -$167K | – | 443 |
|
|
2020
Q3 | $167K | Hold |
772
| – | – | 0.08% | 85 |
|
|
2020
Q2 | $148K | Hold |
772
| – | – | 0.08% | 99 |
|
|
2020
Q1 | $116K | Sell |
772
-56
| -7% | -$8.42K | 0.07% | 103 |
|
|
2019
Q4 | $146K | Hold |
828
| – | – | 0.08% | 106 |
|
|
2019
Q3 | $132K | Buy |
828
+56
| +7% | +$8.93K | 0.08% | 104 |
|
|
2019
Q2 | $121K | Buy |
+772
| New | +$121K | 0.08% | 110 |
|