Beach Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $492K | Hold |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $517K | Hold |
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|
2021
Q4 | $569K | Hold |
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|
2021
Q3 | $510K | Hold |
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|
2021
Q2 | $505K | Hold |
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|
2021
Q1 | $453K | Hold |
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|
2020
Q4 | $449K | Hold |
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|
2020
Q3 | $404K | Sell |
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|
2020
Q2 | $463K | Hold |
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|
2020
Q1 | $363K | Hold |
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|
2019
Q4 | $424K | Hold |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $318K | Hold |
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|
2018
Q4 | $299K | Hold |
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|
2018
Q3 | $328K | Hold |
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|
2018
Q2 | $302K | Hold |
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|
2018
Q1 | $286K | Sell |
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|
2017
Q4 | $323K | Hold |
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|
2017
Q3 | $300K | Hold |
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|
2017
Q2 | $286K | Sell |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $315K | Hold |
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|
2016
Q3 | $313K | Hold |
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|
2016
Q2 | $301K | Hold |
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|
2016
Q1 | $299K | Hold |
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|
2015
Q4 | $298K | Hold |
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|
2015
Q3 | $279K | Sell |
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|
2015
Q2 | $314K | Buy |
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