Copperwynd Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29,057
| Closed | -$10.4M | – | 147 |
|
|
2024
Q2 | $10.4M | Buy |
29,057
+2,519
| +9% | +$902K | 3.4% | 7 |
|
|
2024
Q1 | $8.94M | Buy |
26,538
+913
| +4% | +$308K | 3.22% | 9 |
|
|
2023
Q4 | $7.77M | Buy |
25,625
+599
| +2% | +$182K | 3.09% | 10 |
|
|
2023
Q3 | $6.66M | Sell |
25,026
-289
| -1% | -$76.9K | 3.13% | 10 |
|
|
2023
Q2 | $6.97M | Buy |
+25,315
| New | +$6.97M | 3.24% | 8 |
|
|
2023
Q1 | – | Sell |
-4,052
| Closed | -$868K | – | 144 |
|
|
2022
Q4 | $868K | Buy |
+4,052
| New | +$868K | 0.49% | 46 |
|