Capital Wealth Planning’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 |
-22,592
| Closed | -$5.52M | – | 139 |
|
2023
Q1 | $5.52M | Buy |
22,592
+10,586
| +88% | +$2.59M | 0.07% | 28 |
|
2022
Q4 | $2.57M | Buy |
12,006
+2,461
| +26% | +$527K | 0.04% | 34 |
|
2022
Q3 | $2.01M | Buy |
9,545
+2,446
| +34% | +$515K | 0.04% | 39 |
|
2022
Q2 | $1.55M | Buy |
7,099
+4,402
| +163% | +$963K | 0.03% | 41 |
|
2022
Q1 | $749K | Buy |
+2,697
| New | +$749K | 0.02% | 59 |
|