Carlson Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $420K | Hold |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $411K | Sell |
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|
2021
Q1 | $373K | Sell |
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|
2020
Q4 | $543K | Sell |
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|
2020
Q3 | $593K | Sell |
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|
2020
Q2 | $602K | Buy |
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|
2020
Q1 | $475K | Hold |
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|
2019
Q4 | $496K | Sell |
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|
2019
Q3 | $532K | Buy |
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|
2019
Q2 | $444K | Hold |
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|
2019
Q1 | $427K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $285K | Hold |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $246K | Hold |
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|
2017
Q3 | $229K | Buy |
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