Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.83M | Sell |
32,482
-1,228
| -4% | -$258K | 0.59% | 56 |
|
|
2022
Q2 | $7.37M | Buy |
33,710
+2,360
| +8% | +$516K | 0.6% | 57 |
|
|
2022
Q1 | $8.7M | Sell |
31,350
-276
| -0.9% | -$76.6K | 0.63% | 56 |
|
|
2021
Q4 | $9.67M | Sell |
31,626
-107
| -0.3% | -$32.7K | 0.69% | 54 |
|
|
2021
Q3 | $8.7M | Buy |
31,733
+1,232
| +4% | +$338K | 0.69% | 55 |
|
|
2021
Q2 | $8.28M | Buy |
30,501
+1,361
| +5% | +$370K | 0.69% | 56 |
|
|
2021
Q1 | $7.08M | Sell |
29,140
-851
| -3% | -$207K | 0.68% | 53 |
|
|
2020
Q4 | $7.23M | Sell |
29,991
-476
| -2% | -$115K | 0.74% | 50 |
|
|
2020
Q3 | $6.61M | Sell |
30,467
-894
| -3% | -$194K | 0.77% | 49 |
|
|
2020
Q2 | $6.02M | Sell |
31,361
-3,274
| -9% | -$628K | 0.79% | 44 |
|
|
2020
Q1 | $5.22M | Sell |
34,635
-598
| -2% | -$90.1K | 0.83% | 42 |
|
|
2019
Q4 | $6.2M | Buy |
35,233
+794
| +2% | +$140K | 0.78% | 44 |
|
|
2019
Q3 | $5.5M | Sell |
34,439
-167
| -0.5% | -$26.7K | 0.76% | 43 |
|
|
2019
Q2 | $5.45M | Buy |
34,606
+188
| +0.5% | +$29.6K | 0.75% | 43 |
|
|
2019
Q1 | $5.33M | Sell |
34,418
-400
| -1% | -$61.9K | 0.77% | 43 |
|
|
2018
Q4 | $4.56M | Buy |
34,818
+240
| +0.7% | +$31.4K | 0.77% | 41 |
|
|
2018
Q3 | $5.39M | Buy |
34,578
+1,322
| +4% | +$206K | 0.84% | 42 |
|
|
2018
Q2 | $4.78M | Sell |
33,256
-384
| -1% | -$55.2K | 0.79% | 44 |
|
|
2018
Q1 | $4.58M | Buy |
33,640
+749
| +2% | +$102K | 0.77% | 42 |
|
|
2017
Q4 | $4.43M | Sell |
32,891
-615
| -2% | -$82.8K | 0.75% | 42 |
|
|
2017
Q3 | $4.19M | Buy |
33,506
+585
| +2% | +$73.2K | 0.73% | 43 |
|
|
2017
Q2 | $3.92M | Sell |
32,921
-430
| -1% | -$51.2K | 0.73% | 43 |
|
|
2017
Q1 | $3.8M | Buy |
+33,351
| New | +$3.8M | 0.77% | 42 |
|