Deane Retirement Strategies’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 |
-6,889
| Closed | -$784K | – | 75 |
|
|
2017
Q1 | $784K | Sell |
6,889
-173
| -2% | -$19.7K | 0.65% | 28 |
|
|
2016
Q4 | $741K | Sell |
7,062
-15
| -0.2% | -$1.57K | 0.66% | 32 |
|
|
2016
Q3 | $737K | Sell |
7,077
-546
| -7% | -$56.9K | 0.67% | 30 |
|
|
2016
Q2 | $765K | Sell |
7,623
-1,519
| -17% | -$152K | 0.7% | 26 |
|
|
2016
Q1 | $912K | Sell |
9,142
-344
| -4% | -$34.3K | 0.85% | 31 |
|
|
2015
Q4 | $944K | Sell |
9,486
-618
| -6% | -$61.5K | 0.96% | 27 |
|
|
2015
Q3 | $940K | Sell |
10,104
-2,761
| -21% | -$257K | 0.92% | 28 |
|
|
2015
Q2 | $3.08M | Sell |
12,865
-165
| -1% | -$39.5K | 3.17% | 8 |
|
|
2015
Q1 | $1.29M | Buy |
13,030
+25
| +0.2% | +$2.47K | 1.24% | 24 |
|
|
2014
Q4 | $1.24M | Buy |
+13,005
| New | +$1.24M | 1.2% | 21 |
|