Clear Perspectives Financial Planning’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
Q1 | $1.02M | Sell |
4,184
-2
| -0% | -$489 | 0.57% | 26 |
|
|
2022
Q4 | $897K | Sell |
4,186
-251
| -6% | -$53.8K | 0.48% | 30 |
|
|
2022
Q3 | $934K | Sell |
4,437
-578
| -12% | -$122K | 0.46% | 33 |
|
|
2022
Q2 | $1.1M | Sell |
5,015
-604
| -11% | -$132K | 0.43% | 30 |
|
|
2022
Q1 | $1.56M | Sell |
5,619
-114
| -2% | -$31.7K | 0.59% | 30 |
|
|
2021
Q4 | $1.75M | Sell |
5,733
-466
| -8% | -$142K | 0.71% | 26 |
|
|
2021
Q3 | $1.7M | Sell |
6,199
-60
| -1% | -$16.4K | 0.77% | 27 |
|
|
2021
Q2 | $1.7M | Sell |
6,259
-107
| -2% | -$29K | 0.82% | 27 |
|
|
2021
Q1 | $1.55M | Sell |
6,366
-210
| -3% | -$51K | 0.9% | 25 |
|
|
2020
Q4 | $1.59M | Buy |
+6,576
| New | +$1.59M | 1.01% | 24 |
|