Buffington Mohr McNeal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,099
| Closed | -$1M | – | 126 |
|
|
2023
Q1 | $1M | Hold |
4,099
| – | – | 0.23% | 69 |
|
|
2022
Q4 | $878K | Hold |
4,099
| – | – | 0.2% | 74 |
|
|
2022
Q3 | $862K | Buy |
4,099
+102
| +3% | +$21.5K | 0.21% | 74 |
|
|
2022
Q2 | $874K | Hold |
3,997
| – | – | 0.19% | 79 |
|
|
2022
Q1 | $1.11M | Sell |
3,997
-107
| -3% | -$29.7K | 0.21% | 71 |
|
|
2021
Q4 | $1.25M | Hold |
4,104
| – | – | 0.21% | 69 |
|
|
2021
Q3 | $1.13M | Hold |
4,104
| – | – | 0.22% | 68 |
|
|
2021
Q2 | $1.11M | Sell |
4,104
-100
| -2% | -$27.1K | 0.22% | 70 |
|
|
2021
Q1 | $1.02M | Hold |
4,204
| – | – | 0.22% | 68 |
|
|
2020
Q4 | $1.01M | Sell |
4,204
-206
| -5% | -$49.7K | 0.24% | 64 |
|
|
2020
Q3 | $957K | Sell |
4,410
-568
| -11% | -$123K | 0.25% | 65 |
|
|
2020
Q2 | $956K | Buy |
4,978
+206
| +4% | +$39.6K | 0.27% | 63 |
|
|
2020
Q1 | $719K | Sell |
4,772
-117
| -2% | -$17.6K | 0.24% | 65 |
|
|
2019
Q4 | $860K | Hold |
4,889
| – | – | 0.24% | 65 |
|
|
2019
Q3 | $780K | Hold |
4,889
| – | – | 0.24% | 68 |
|
|
2019
Q2 | $769K | Hold |
4,889
| – | – | 0.24% | 69 |
|
|
2019
Q1 | $740K | Sell |
4,889
-771
| -14% | -$117K | 0.24% | 73 |
|
|
2018
Q4 | $741K | Buy |
5,660
+1,348
| +31% | +$176K | 0.3% | 63 |
|
|
2018
Q3 | $673K | Buy |
+4,312
| New | +$673K | 0.23% | 78 |
|