CW
Cobiz Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,967
| Closed | -$295K | – | 144 |
|
|
2015
Q4 | $295K | Sell |
2,967
-385
| -11% | -$38.3K | 0.07% | 126 |
|
|
2015
Q3 | $312K | Sell |
3,352
-38
| -1% | -$3.54K | 0.08% | 118 |
|
|
2015
Q2 | $336K | Buy |
+3,390
| New | +$336K | 0.08% | 116 |
|
|
2013
Q3 | – | Sell |
-1,485
| Closed | -$108K | – | 235 |
|
|
2013
Q2 | $108K | Buy |
+1,485
| New | +$108K | 0.03% | 131 |
|