Clifford Swan Investment Counsel’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 |
-1,350
| Closed | -$289K | – | 301 |
|
|
2022
Q4 | $289K | Hold |
1,350
| – | – | 0.01% | 258 |
|
|
2022
Q3 | $284K | Hold |
1,350
| – | – | 0.01% | 261 |
|
|
2022
Q2 | $295K | Hold |
1,350
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $375K | Buy |
1,350
+20
| +2% | +$5.56K | 0.01% | 258 |
|
|
2021
Q4 | $406K | Hold |
1,330
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $396K | Hold |
1,330
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $376K | Hold |
1,330
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $323K | Hold |
1,330
| – | – | 0.01% | 263 |
|
|
2020
Q4 | $321K | Hold |
1,330
| – | – | 0.01% | 265 |
|
|
2020
Q3 | $288K | Hold |
1,330
| – | – | 0.01% | 269 |
|
|
2020
Q2 | $255K | Hold |
1,330
| – | – | 0.01% | 268 |
|
|
2020
Q1 | $200K | Sell |
1,330
-284
| -18% | -$42.7K | 0.01% | 279 |
|
|
2019
Q4 | $284K | Buy |
1,614
+284
| +21% | +$50K | 0.01% | 267 |
|
|
2019
Q3 | $212K | Hold |
1,330
| – | – | 0.01% | 293 |
|
|
2019
Q2 | $209K | Hold |
1,330
| – | – | 0.01% | 301 |
|
|
2019
Q1 | $201K | Buy |
+1,330
| New | +$201K | 0.01% | 299 |
|
|
2018
Q4 | – | Sell |
-1,356
| Closed | -$212K | – | 307 |
|
|
2018
Q3 | $212K | Buy |
+1,356
| New | +$212K | 0.01% | 299 |
|