Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $710K | Hold |
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|
2021
Q3 | $637K | Hold |
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|
2021
Q2 | $631K | Hold |
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|
2021
Q1 | $565K | Sell |
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|
2020
Q4 | $657K | Hold |
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|
2020
Q3 | $524 | Sell |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | $438K | Hold |
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|
2019
Q4 | $512K | Sell |
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|
2019
Q3 | $553K | Sell |
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|
2019
Q2 | $548K | Sell |
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|
2019
Q1 | $546K | Sell |
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|
2018
Q4 | $508K | Hold |
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|
2018
Q3 | $605K | Buy |
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|
2018
Q2 | $122K | Hold |
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|
2018
Q1 | $116K | Hold |
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|
2017
Q4 | $114K | Hold |
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|
2017
Q3 | $106K | Buy |
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