Brandywine Oak Private Wealth’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
Q2 | – | Sell |
-1,722
| Closed | -$418K | – | 342 |
|
|
2021
Q1 | $418K | Buy |
1,722
+27
| +2% | +$6.55K | 0.06% | 166 |
|
|
2020
Q4 | $408K | Hold |
1,695
| – | – | 0.06% | 161 |
|
|
2020
Q3 | $367K | Hold |
1,695
| – | – | 0.06% | 165 |
|
|
2020
Q2 | $325K | Sell |
1,695
-131
| -7% | -$25.1K | 0.06% | 170 |
|
|
2020
Q1 | $275K | Buy |
1,826
+45
| +3% | +$6.78K | 0.06% | 173 |
|
|
2019
Q4 | $313K | Hold |
1,781
| – | – | 0.06% | 177 |
|
|
2019
Q3 | $284K | Hold |
1,781
| – | – | 0.05% | 171 |
|
|
2019
Q2 | $280K | Hold |
1,781
| – | – | 0.06% | 170 |
|
|
2019
Q1 | $269K | Buy |
1,781
+34
| +2% | +$5.14K | 0.06% | 179 |
|
|
2018
Q4 | $194K | Buy |
+1,747
| New | +$194K | 0.04% | 199 |
|