Brendel Financial 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 | – | Sell |
-1
| Closed | – | – | 171 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 278 |
|
|
2020
Q4 | – | Sell |
-2,050
| Closed | -$445K | – | 84 |
|
|
2020
Q3 | $445K | Sell |
2,050
-474
| -19% | -$103K | 0.36% | 58 |
|
|
2020
Q2 | $484K | Sell |
2,524
-150
| -6% | -$28.8K | 0.42% | 57 |
|
|
2020
Q1 | $403K | Buy |
+2,674
| New | +$403K | 0.47% | 49 |
|