Bridgewater Wealth & Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,211
| Closed | -$263K | – | 69 |
|
|
2017
Q2 | $263K | Sell |
2,211
-129
| -6% | -$15.3K | 0.09% | 98 |
|
|
2017
Q1 | $266K | Sell |
2,340
-160
| -6% | -$18.2K | 0.1% | 89 |
|
|
2016
Q4 | $262K | Sell |
2,500
-205
| -8% | -$21.5K | 0.1% | 90 |
|
|
2016
Q3 | $282K | Hold |
2,705
| – | – | 0.1% | 83 |
|
|
2016
Q2 | $271K | Sell |
2,705
-50
| -2% | -$5.01K | 0.1% | 86 |
|
|
2016
Q1 | $275K | Buy |
2,755
+90
| +3% | +$8.98K | 0.1% | 88 |
|
|
2015
Q4 | $265K | Buy |
2,665
+37
| +1% | +$3.68K | 0.1% | 73 |
|
|
2015
Q3 | $244K | Sell |
2,628
-84
| -3% | -$7.8K | 0.1% | 77 |
|
|
2015
Q2 | $269K | Hold |
2,712
| – | – | 0.11% | 65 |
|
|
2015
Q1 | $268K | Sell |
2,712
-1,183
| -30% | -$117K | 0.11% | 65 |
|
|
2014
Q4 | $372K | Buy |
+3,895
| New | +$372K | 0.15% | 73 |
|