Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $17.6M | Buy |
72,005
+10,844
| +18% | +$2.65M | 4.08% | 7 |
|
|
2022
Q4 | $13.1M | Buy |
61,161
+18,908
| +45% | +$4.05M | 3.28% | 9 |
|
|
2022
Q3 | $8.89M | Sell |
42,253
-744
| -2% | -$157K | 2.61% | 12 |
|
|
2022
Q2 | $9.4M | Buy |
42,997
+198
| +0.5% | +$43.3K | 2.57% | 12 |
|
|
2022
Q1 | $11.9M | Buy |
42,799
+823
| +2% | +$228K | 2.57% | 12 |
|
|
2021
Q4 | $12.8M | Sell |
41,976
-2,208
| -5% | -$675K | 2.51% | 13 |
|
|
2021
Q3 | $12.1M | Sell |
44,184
-26
| -0.1% | -$7.13K | 2.53% | 13 |
|
|
2021
Q2 | $12M | Sell |
44,210
-2,507
| -5% | -$681K | 2.42% | 13 |
|
|
2021
Q1 | $11.4M | Buy |
46,717
+155
| +0.3% | +$37.7K | 2.19% | 14 |
|
|
2020
Q4 | $11.2M | Buy |
46,562
+501
| +1% | +$121K | 2.28% | 13 |
|
|
2020
Q3 | $9.99M | Sell |
46,061
-226
| -0.5% | -$49K | 2.19% | 13 |
|
|
2020
Q2 | $8.89M | Buy |
46,287
+2,786
| +6% | +$535K | 2.08% | 14 |
|
|
2020
Q1 | $6.55M | Buy |
43,501
+14,272
| +49% | +$2.15M | 1.75% | 14 |
|
|
2019
Q4 | $5.14M | Sell |
29,229
-149
| -0.5% | -$26.2K | 1.7% | 13 |
|
|
2019
Q3 | $4.69M | Sell |
29,378
-1,701
| -5% | -$272K | 1.7% | 13 |
|
|
2019
Q2 | $4.89M | Sell |
31,079
-77
| -0.2% | -$12.1K | 1.82% | 13 |
|
|
2019
Q1 | $4.72M | Sell |
31,156
-1,121
| -3% | -$170K | 1.9% | 13 |
|
|
2018
Q4 | $4.23M | Sell |
32,277
-605
| -2% | -$79.2K | 1.97% | 13 |
|
|
2018
Q3 | $5.13M | Sell |
32,882
-1,073
| -3% | -$167K | 2.2% | 11 |
|
|
2018
Q2 | $4.88M | Sell |
33,955
-105
| -0.3% | -$15.1K | 2.24% | 11 |
|
|
2018
Q1 | $4.64M | Buy |
34,060
+254
| +0.8% | +$34.6K | 1.98% | 13 |
|
|
2017
Q4 | $4.55M | Sell |
33,806
-3,298
| -9% | -$444K | 2% | 12 |
|
|
2017
Q3 | $4.64M | Sell |
37,104
-769
| -2% | -$96.2K | 2% | 13 |
|
|
2017
Q2 | $4.51M | Sell |
37,873
-368
| -1% | -$43.8K | 1.86% | 14 |
|
|
2017
Q1 | $4.35M | Buy |
38,241
+590
| +2% | +$67.1K | 1.77% | 15 |
|
|
2016
Q4 | $3.95M | Buy |
37,651
+7,004
| +23% | +$735K | 1.59% | 16 |
|
|
2016
Q3 | $3.19M | Sell |
30,647
-1,369
| -4% | -$143K | 1.21% | 20 |
|
|
2016
Q2 | $3.21M | Sell |
32,016
-17,645
| -36% | -$1.77M | 1.25% | 20 |
|
|
2016
Q1 | $4.95M | Sell |
49,661
-8,884
| -15% | -$886K | 1.87% | 13 |
|
|
2015
Q4 | $5.82M | Buy |
58,545
+38,936
| +199% | +$3.87M | 2.28% | 11 |
|
|
2015
Q3 | $1.82M | Buy |
19,609
+4,246
| +28% | +$395K | 0.99% | 23 |
|
|
2015
Q2 | $1.52M | Buy |
15,363
+13,688
| +817% | +$1.36M | 0.83% | 26 |
|
|
2015
Q1 | $16.9K | Buy |
+1,675
| New | +$16.9K | 0.25% | 38 |
|