Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,157
| Closed | -$351K | – | 68 |
|
|
2023
Q4 | $351K | Hold |
1,157
| – | – | 0.05% | 107 |
|
|
2023
Q3 | $308K | Sell |
1,157
-197
| -15% | -$52.4K | 0.05% | 112 |
|
|
2023
Q2 | $373K | Buy |
1,354
+6
| +0.4% | +$1.65K | 0.05% | 111 |
|
|
2023
Q1 | $329K | Hold |
1,348
| – | – | 0.05% | 116 |
|
|
2022
Q4 | $289K | Hold |
1,348
| – | – | 0.04% | 150 |
|
|
2022
Q3 | $284K | Buy |
1,348
+1,050
| +352% | +$221K | 0.05% | 140 |
|
|
2022
Q2 | $65K | Buy |
298
+2
| +0.7% | +$436 | 0.01% | 205 |
|
|
2022
Q1 | $82K | Hold |
296
| – | – | 0.01% | 172 |
|
|
2021
Q4 | $90K | Buy |
+296
| New | +$90K | 0.02% | 149 |
|
|
2021
Q1 | – | Sell |
-296
| Closed | -$71K | – | 288 |
|
|
2020
Q4 | $71K | Buy |
+296
| New | +$71K | 0.05% | 132 |
|