CA
CapWealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-883
| Closed | -$215K | – | 107 |
|
|
2021
Q1 | $215K | Sell |
883
-20
| -2% | -$4.87K | 0.02% | 96 |
|
|
2020
Q4 | $218K | Buy |
+903
| New | +$218K | 0.03% | 93 |
|
|
2016
Q4 | – | Sell |
-780
| Closed | -$81K | – | 175 |
|
|
2016
Q3 | $81K | Hold |
780
| – | – | 0.02% | 123 |
|
|
2016
Q2 | $78K | Buy |
+780
| New | +$78K | 0.02% | 122 |
|