Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,593
| Closed | -$1.32M | – | 292 |
|
|
2017
Q1 | $1.32M | Sell |
12,593
-2,041
| -14% | -$214K | 0.3% | 97 |
|
|
2016
Q4 | $1.54M | Sell |
14,634
-8,484
| -37% | -$890K | 0.34% | 71 |
|
|
2016
Q3 | $2.41M | Sell |
23,118
-1,232
| -5% | -$129K | 0.29% | 76 |
|
|
2016
Q2 | $2.44M | Buy |
24,350
+385
| +2% | +$38.6K | 0.33% | 63 |
|
|
2016
Q1 | $2.39M | Sell |
23,965
-7,425
| -24% | -$740K | 0.32% | 68 |
|
|
2015
Q4 | $3.12M | Sell |
31,390
-1,002
| -3% | -$99.6K | 0.42% | 48 |
|
|
2015
Q3 | $3.01M | Buy |
32,392
+3,610
| +13% | +$336K | 0.41% | 47 |
|
|
2015
Q2 | $2.85M | Sell |
28,782
-246
| -0.8% | -$24.4K | 0.37% | 51 |
|
|
2015
Q1 | $235K | Buy |
29,028
+6,741
| +30% | +$54.6K | 0.07% | 357 |
|
|
2014
Q4 | $2.13M | Buy |
22,287
+4,612
| +26% | +$441K | 0.33% | 67 |
|
|
2014
Q3 | $1.62M | Sell |
17,675
-33
| -0.2% | -$3.03K | 0.22% | 67 |
|
|
2014
Q2 | $1.59M | Sell |
17,708
-417
| -2% | -$37.3K | 0.19% | 68 |
|
|
2014
Q1 | $1.56M | Buy |
18,125
+347
| +2% | +$29.8K | 0.19% | 71 |
|
|
2013
Q4 | $1.53M | Sell |
17,778
-136
| -0.8% | -$11.7K | 0.2% | 78 |
|
|
2013
Q3 | $1.4M | Buy |
17,914
+207
| +1% | +$16.2K | 0.2% | 75 |
|
|
2013
Q2 | $1.29M | Buy |
+17,707
| New | +$1.29M | 0.19% | 71 |
|