CIC Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $420K | Hold |
1,119
| – | – | 0.11% | 110 |
|
2024
Q2 | $408K | Hold |
1,119
| – | – | 0.11% | 109 |
|
2024
Q1 | $377K | Sell |
1,119
-2,353
| -68% | -$793K | 0.11% | 110 |
|
2023
Q4 | $1.05M | Buy |
3,472
+464
| +15% | +$141K | 0.33% | 62 |
|
2023
Q3 | $800K | Sell |
3,008
-1,050
| -26% | -$279K | 0.29% | 69 |
|
2023
Q2 | $1.12M | Sell |
4,058
-469
| -10% | -$129K | 0.39% | 56 |
|
2023
Q1 | $1.11M | Sell |
4,527
-505
| -10% | -$123K | 0.42% | 56 |
|
2022
Q4 | $1.08M | Buy |
+5,032
| New | +$1.08M | 0.44% | 59 |
|