Clearview Wealth Advisors’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 | – | Sell |
-8
| Closed | -$1.71K | – | 696 |
|
|
2022
Q4 | $1.71K | Buy |
+8
| New | +$1.71K | ﹤0.01% | 492 |
|
|
2022
Q1 | – | Sell |
-125
| Closed | -$38K | – | 656 |
|
|
2021
Q4 | $38K | Hold |
125
| – | – | 0.02% | 257 |
|
|
2021
Q3 | $34K | Sell |
125
-225
| -64% | -$61.2K | 0.02% | 275 |
|
|
2021
Q2 | $95K | Hold |
350
| – | – | 0.06% | 171 |
|
|
2021
Q1 | $85K | Hold |
350
| – | – | 0.06% | 177 |
|
|
2020
Q4 | $84K | Buy |
+350
| New | +$84K | 0.06% | 152 |
|