Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
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|
2024
Q3 | $13.4M | Sell |
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|
2024
Q2 | $13.4M | Buy |
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|
2024
Q1 | $12M | Buy |
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|
2023
Q4 | $9.64M | Buy |
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|
2023
Q3 | $7.48M | Buy |
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|
2023
Q2 | $5.18M | Buy |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $628K | Hold |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $1.31M | Buy |
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