Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-315
| Closed | -$106K | – | 143 |
|
|
2024
Q1 | $106K | Hold |
315
| – | – | 0.04% | 71 |
|
|
2023
Q4 | $95.4K | Buy |
315
+137
| +77% | +$41.5K | 0.04% | 67 |
|
|
2023
Q3 | $47.4K | Hold |
178
| – | – | 0.02% | 80 |
|
|
2023
Q2 | $49.1K | Hold |
178
| – | – | 0.02% | 81 |
|
|
2023
Q1 | $43.6K | Hold |
178
| – | – | 0.02% | 83 |
|
|
2022
Q4 | $38.2K | Hold |
178
| – | – | 0.02% | 88 |
|
|
2022
Q3 | $38K | Hold |
178
| – | – | 0.02% | 76 |
|
|
2022
Q2 | $39K | Hold |
178
| – | – | 0.02% | 77 |
|
|
2022
Q1 | $50K | Hold |
178
| – | – | 0.03% | 79 |
|
|
2021
Q4 | $54K | Hold |
178
| – | – | 0.03% | 84 |
|
|
2021
Q3 | $49K | Hold |
178
| – | – | 0.03% | 80 |
|
|
2021
Q2 | $48K | Hold |
178
| – | – | 0.03% | 71 |
|
|
2021
Q1 | $43K | Hold |
178
| – | – | 0.04% | 65 |
|
|
2020
Q4 | $43K | Hold |
178
| – | – | 0.04% | 62 |
|
|
2020
Q3 | $39K | Hold |
178
| – | – | 0.04% | 58 |
|
|
2020
Q2 | $34K | Hold |
178
| – | – | 0.03% | 64 |
|
|
2020
Q1 | $27K | Sell |
178
-250
| -58% | -$37.9K | 0.02% | 63 |
|
|
2019
Q4 | $75K | Buy |
+428
| New | +$75K | 0.04% | 43 |
|