Biegel & Waller’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $420K | Sell |
2,630
-80
| -3% | -$12.8K | 0.23% | 42 |
|
|
2019
Q2 | $426K | Hold |
2,710
| – | – | 0.22% | 47 |
|
|
2019
Q1 | $410K | Buy |
2,710
+100
| +4% | +$15.1K | 0.21% | 46 |
|
|
2018
Q4 | $342K | Buy |
2,610
+625
| +31% | +$81.9K | 0.2% | 47 |
|
|
2018
Q3 | $310K | Buy |
1,985
+532
| +37% | +$83.1K | 0.18% | 54 |
|
|
2018
Q2 | $209K | Buy |
+1,453
| New | +$209K | 0.13% | 66 |
|
|
2017
Q4 | – | Sell |
-1,622
| Closed | -$203K | – | 60 |
|
|
2017
Q3 | $203K | Buy |
+1,622
| New | +$203K | 0.13% | 50 |
|