DHK Financial 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 |
-7,452
| Closed | -$2.51M | – | 89 |
|
|
2024
Q1 | $2.51M | Hold |
7,452
| – | – | 1.78% | 14 |
|
|
2023
Q4 | $2.26M | Hold |
7,452
| – | – | 1.69% | 17 |
|
|
2023
Q3 | $1.99M | Hold |
7,452
| – | – | 1.77% | 15 |
|
|
2023
Q2 | $2.05M | Hold |
7,452
| – | – | 1.75% | 15 |
|
|
2023
Q1 | $1.82M | Hold |
7,452
| – | – | 2.26% | 11 |
|
|
2022
Q4 | $1.6M | Hold |
7,452
| – | – | 2.22% | 11 |
|
|
2022
Q3 | $1.57M | Hold |
7,452
| – | – | 2.57% | 10 |
|
|
2022
Q2 | $1.63M | Hold |
7,452
| – | – | 1.56% | 18 |
|
|
2022
Q1 | $2.07M | Buy |
+7,452
| New | +$2.07M | 1.75% | 17 |
|