DPA
Delphi Private Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $94K | Hold |
600
| – | – | 0.48% | 10 |
|
|
2019
Q1 | $91K | Sell |
600
-1,180
| -66% | -$179K | 0.48% | 8 |
|
|
2018
Q4 | $233K | Sell |
1,780
-78
| -4% | -$10.2K | 1.29% | 6 |
|
|
2018
Q3 | $290K | Hold |
1,858
| – | – | 0.99% | 10 |
|
|
2018
Q2 | $267K | Hold |
1,858
| – | – | 0.89% | 10 |
|
|
2018
Q1 | $253K | Sell |
1,858
-452
| -20% | -$61.5K | 1.01% | 11 |
|
|
2017
Q4 | $311K | Buy |
+2,310
| New | +$311K | 0.76% | 14 |
|