BDO Wealth Advisors’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
Q2 | $3.82M | Sell |
13,889
-99
| -0.7% | -$27.2K | 0.44% | 51 |
|
|
2023
Q1 | $3.42M | Sell |
13,988
-546
| -4% | -$133K | 0.42% | 49 |
|
|
2022
Q4 | $3.11M | Sell |
14,534
-2,108
| -13% | -$452K | 0.39% | 50 |
|
|
2022
Q3 | $3.5M | Sell |
16,642
-365
| -2% | -$76.8K | 0.47% | 39 |
|
|
2022
Q2 | $3.72M | Sell |
17,007
-64
| -0.4% | -$14K | 0.46% | 39 |
|
|
2022
Q1 | $4.74M | Sell |
17,071
-1,079
| -6% | -$300K | 0.51% | 38 |
|
|
2021
Q4 | $5.55M | Sell |
18,150
-450
| -2% | -$138K | 0.59% | 33 |
|
|
2021
Q3 | $5.1M | Sell |
18,600
-1,000
| -5% | -$274K | 0.56% | 36 |
|
|
2021
Q2 | $5.32M | Sell |
19,600
-11,191
| -36% | -$3.04M | 0.59% | 33 |
|
|
2021
Q1 | $7.48M | Sell |
30,791
-4,706
| -13% | -$1.14M | 0.88% | 25 |
|
|
2020
Q4 | $8.56M | Sell |
35,497
-14,800
| -29% | -$3.57M | 1.2% | 20 |
|
|
2020
Q3 | $10.9M | Sell |
50,297
-15,248
| -23% | -$3.31M | 1.78% | 15 |
|
|
2020
Q2 | $12.6M | Sell |
65,545
-35,528
| -35% | -$6.82M | 2.21% | 11 |
|
|
2020
Q1 | $15.2M | Buy |
101,073
+90,440
| +851% | +$13.6M | 3.08% | 8 |
|
|
2019
Q4 | $1.87M | Buy |
10,633
+88
| +0.8% | +$15.5K | 0.48% | 43 |
|
|
2019
Q3 | $1.68M | Buy |
10,545
+655
| +7% | +$105K | 0.43% | 47 |
|
|
2019
Q2 | $1.56M | Buy |
9,890
+98
| +1% | +$15.4K | 0.42% | 51 |
|
|
2019
Q1 | $1.48M | Buy |
9,792
+225
| +2% | +$34.1K | 0.43% | 50 |
|
|
2018
Q4 | $1.25M | Sell |
9,567
-1,005
| -10% | -$132K | 0.43% | 51 |
|
|
2018
Q3 | $1.65M | Sell |
10,572
-86
| -0.8% | -$13.4K | 0.53% | 39 |
|
|
2018
Q2 | $1.53M | Sell |
10,658
-127
| -1% | -$18.3K | 0.52% | 37 |
|
|
2018
Q1 | $1.47M | Buy |
10,785
+270
| +3% | +$36.8K | 0.55% | 35 |
|
|
2017
Q4 | $1.42M | Sell |
10,515
-70
| -0.7% | -$9.43K | 0.64% | 27 |
|
|
2017
Q3 | $1.32M | Sell |
10,585
-516
| -5% | -$64.5K | 0.66% | 25 |
|
|
2017
Q2 | $1.32M | Buy |
+11,101
| New | +$1.32M | 0.58% | 32 |
|