Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $24.4M | Buy |
89,128
+120
| +0.1% | +$32.9K | 3.84% | 5 |
|
|
2021
Q2 | $24.2M | Sell |
89,008
-1,254
| -1% | -$340K | 3.85% | 7 |
|
|
2021
Q1 | $21.9M | Sell |
90,262
-6,032
| -6% | -$1.47M | 4.58% | 5 |
|
|
2020
Q4 | $23.2M | Buy |
96,294
+396
| +0.4% | +$95.5K | 5.56% | 3 |
|
|
2020
Q3 | $20.8M | Sell |
95,898
-508
| -0.5% | -$110K | 5.9% | 3 |
|
|
2020
Q2 | $18.5M | Sell |
96,406
-1,866
| -2% | -$358K | 4.86% | 5 |
|
|
2020
Q1 | $14.8M | Buy |
98,272
+4,364
| +5% | +$657K | 4.77% | 6 |
|
|
2019
Q4 | $16.5M | Sell |
93,908
-3,099
| -3% | -$545K | 4.76% | 7 |
|
|
2019
Q3 | $15.5M | Sell |
97,007
-1,806
| -2% | -$288K | 4.83% | 7 |
|
|
2019
Q2 | $15.5M | Sell |
98,813
-16,604
| -14% | -$2.61M | 4.95% | 5 |
|
|
2019
Q1 | $17.5M | Sell |
115,417
-17,226
| -13% | -$2.61M | 5.85% | 4 |
|
|
2018
Q4 | $17.4M | Sell |
132,643
-13,591
| -9% | -$1.78M | 6.82% | 3 |
|
|
2018
Q3 | $22.8M | Sell |
146,234
-17,494
| -11% | -$2.73M | 9.61% | 2 |
|
|
2018
Q2 | $23.5M | Sell |
163,728
-2,368
| -1% | -$341K | 8.19% | 3 |
|
|
2018
Q1 | $22.6M | Sell |
166,096
-11,726
| -7% | -$1.6M | 8.62% | 2 |
|
|
2017
Q4 | $23.9M | Buy |
+177,822
| New | +$23.9M | 7.93% | 3 |
|