BT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $27.5M | Sell |
125,604
-8,325
| -6% | -$1.82M | 7.71% | 5 |
|
|
2022
Q1 | $37.2M | Buy |
133,929
+45,858
| +52% | +$12.7M | 9.68% | 5 |
|
|
2021
Q4 | $26.9M | Buy |
88,071
+960
| +1% | +$293K | 7.27% | 5 |
|
|
2021
Q3 | $23.9M | Buy |
87,111
+10,765
| +14% | +$2.95M | 7.41% | 5 |
|
|
2021
Q2 | $20.7M | Buy |
76,346
+4,827
| +7% | +$1.31M | 6.28% | 5 |
|
|
2021
Q1 | $17.4M | Buy |
71,519
+2,016
| +3% | +$490K | 5.78% | 5 |
|
|
2020
Q4 | $16.8M | Buy |
69,503
+12
| +0% | +$2.89K | 6.23% | 5 |
|
|
2020
Q3 | $15.1M | Buy |
69,491
+3,259
| +5% | +$707K | 6.55% | 5 |
|
|
2020
Q2 | $12.7M | Buy |
66,232
+4,551
| +7% | +$874K | 6.44% | 5 |
|
|
2020
Q1 | $9.29M | Sell |
61,681
-63
| -0.1% | -$9.49K | 5.32% | 5 |
|
|
2019
Q4 | $10.9M | Buy |
61,744
+809
| +1% | +$142K | 5.53% | 5 |
|
|
2019
Q3 | $9.73M | Buy |
60,935
+714
| +1% | +$114K | 5.43% | 5 |
|
|
2019
Q2 | $9.43M | Sell |
60,221
-1,545
| -3% | -$242K | 5.45% | 5 |
|
|
2019
Q1 | $9.35M | Sell |
61,766
-2,466
| -4% | -$373K | 5.51% | 5 |
|
|
2018
Q4 | $9.36M | Buy |
+64,232
| New | +$9.36M | 4.03% | 5 |
|