Bingham Osborn & Scarborough’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
Q4 | – | Sell |
-5,997
| Closed | -$1.64M | – | 77 |
|
|
2021
Q3 | $1.64M | Sell |
5,997
-363
| -6% | -$99.5K | 0.12% | 42 |
|
|
2021
Q2 | $1.73M | Hold |
6,360
| – | – | 0.12% | 40 |
|
|
2021
Q1 | $1.55M | Buy |
6,360
+1
| +0% | +$243 | 0.12% | 39 |
|
|
2020
Q4 | $1.53M | Sell |
6,359
-187
| -3% | -$45.1K | 0.12% | 35 |
|
|
2020
Q3 | $1.42M | Buy |
6,546
+3,106
| +90% | +$674K | 0.11% | 52 |
|
|
2020
Q2 | $660K | Sell |
3,440
-643
| -16% | -$123K | 0.05% | 80 |
|
|
2020
Q1 | $615K | Sell |
4,083
-521
| -11% | -$78.5K | 0.06% | 74 |
|
|
2019
Q4 | $810K | Hold |
4,604
| – | – | 0.07% | 75 |
|
|
2019
Q3 | $735K | Sell |
4,604
-468
| -9% | -$74.7K | 0.07% | 71 |
|
|
2019
Q2 | $798K | Sell |
5,072
-721
| -12% | -$113K | 0.07% | 67 |
|
|
2019
Q1 | $877K | Buy |
5,793
+1
| +0% | +$151 | 0.08% | 62 |
|
|
2018
Q4 | $758K | Buy |
5,792
+1
| +0% | +$131 | 0.08% | 62 |
|
|
2018
Q3 | $903K | Sell |
5,791
-1,031
| -15% | -$161K | 0.08% | 56 |
|
|
2018
Q2 | $981K | Hold |
6,822
| – | – | 0.09% | 49 |
|
|
2018
Q1 | $928K | Sell |
6,822
-69
| -1% | -$9.39K | 0.09% | 51 |
|
|
2017
Q4 | $928K | Hold |
6,891
| – | – | 0.08% | 51 |
|
|
2017
Q3 | $862K | Sell |
6,891
-385
| -5% | -$48.2K | 0.08% | 50 |
|
|
2017
Q2 | $866K | Buy |
7,276
+278
| +4% | +$33.1K | 0.08% | 51 |
|
|
2017
Q1 | $796K | Sell |
6,998
-294
| -4% | -$33.4K | 0.08% | 52 |
|
|
2016
Q4 | $765K | Buy |
7,292
+1,160
| +19% | +$122K | 0.08% | 50 |
|
|
2016
Q3 | $639K | Sell |
6,132
-85
| -1% | -$8.86K | 0.07% | 63 |
|
|
2016
Q2 | $624K | Sell |
6,217
-853
| -12% | -$85.6K | 0.07% | 58 |
|
|
2016
Q1 | $705K | Hold |
7,070
| – | – | 0.08% | 55 |
|
|
2015
Q4 | $703K | Sell |
7,070
-2,716
| -28% | -$270K | 0.09% | 51 |
|
|
2015
Q3 | $910K | Buy |
9,786
+267
| +3% | +$24.8K | 0.11% | 42 |
|
|
2015
Q2 | $942K | Sell |
9,519
-250
| -3% | -$24.7K | 0.11% | 40 |
|
|
2015
Q1 | $966K | Sell |
9,769
-255
| -3% | -$25.2K | 0.12% | 41 |
|
|
2014
Q4 | $958K | Sell |
10,024
-480
| -5% | -$45.9K | 0.12% | 43 |
|
|
2014
Q3 | $962K | Buy |
10,504
+5,403
| +106% | +$495K | 0.12% | 40 |
|
|
2014
Q2 | $464K | Buy |
+5,101
| New | +$464K | 0.06% | 67 |
|
|
2014
Q1 | – | Sell |
-3,348
| Closed | -$288K | – | 108 |
|
|
2013
Q4 | $288K | Buy |
+3,348
| New | +$288K | 0.04% | 80 |
|