BerganKDV 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
Q2 | $168K | Hold |
611
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $149K | Hold |
611
| – | – | 0.02% | 263 |
|
|
2022
Q4 | $131K | Buy |
+611
| New | +$131K | 0.01% | 280 |
|
|
2022
Q2 | – | Sell |
-569
| Closed | -$158K | – | 1011 |
|
|
2022
Q1 | $158K | Sell |
569
-1,575
| -73% | -$437K | 0.02% | 265 |
|
|
2021
Q4 | $655K | Buy |
+2,144
| New | +$655K | 0.07% | 167 |
|
|
2019
Q3 | – | Sell |
-353
| Closed | -$56K | – | 724 |
|
|
2019
Q2 | $56K | Sell |
353
-575
| -62% | -$91.2K | 0.01% | 313 |
|
|
2019
Q1 | $140K | Buy |
928
+78
| +9% | +$11.8K | 0.03% | 241 |
|
|
2018
Q4 | $111K | Hold |
850
| – | – | 0.03% | 224 |
|
|
2018
Q3 | $133K | Hold |
850
| – | – | 0.03% | 228 |
|
|
2018
Q2 | $122K | Buy |
+850
| New | +$122K | 0.03% | 234 |
|