Checchi Capital Advisers’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
Q3 | – | Sell |
-2,100
| Closed | -$578K | – | 558 |
|
|
2023
Q2 | $578K | Hold |
2,100
| – | – | 0.05% | 264 |
|
|
2023
Q1 | $513K | Buy |
2,100
+100
| +5% | +$24.4K | 0.05% | 283 |
|
|
2022
Q4 | $428K | Hold |
2,000
| – | – | 0.04% | 313 |
|
|
2022
Q3 | $421K | Hold |
2,000
| – | – | 0.04% | 301 |
|
|
2022
Q2 | $490K | Buy |
+2,000
| New | +$490K | 0.04% | 290 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$543K | – | 529 |
|
|
2021
Q2 | $543K | Hold |
2,000
| – | – | 0.05% | 229 |
|
|
2021
Q1 | $486K | Sell |
2,000
-134
| -6% | -$32.6K | 0.05% | 244 |
|
|
2020
Q4 | $515K | Buy |
2,134
+134
| +7% | +$32.3K | 0.05% | 224 |
|
|
2020
Q3 | $434K | Hold |
2,000
| – | – | 0.05% | 224 |
|
|
2020
Q2 | $384K | Hold |
2,000
| – | – | 0.05% | 240 |
|
|
2020
Q1 | $301K | Hold |
2,000
| – | – | 0.03% | 241 |
|
|
2019
Q4 | $352K | Buy |
+2,000
| New | +$352K | 0.05% | 254 |
|
|
2016
Q1 | – | Sell |
-5,597
| Closed | -$557K | – | 1594 |
|
|
2015
Q4 | $557K | Buy |
+5,597
| New | +$557K | 0.14% | 129 |
|