ERIM
Eagle Ridge Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $241K | Hold |
600
| – | – | 0.02% | 134 |
|
|
2024
Q3 | $225K | Hold |
600
| – | – | 0.02% | 135 |
|
|
2024
Q2 | $219K | Hold |
600
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $202K | Buy |
+600
| New | +$202K | 0.02% | 146 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$214K | – | 163 |
|
|
2021
Q4 | $214K | Buy |
+700
| New | +$214K | 0.02% | 152 |
|
|
2020
Q4 | – | Sell |
-1,257
| Closed | -$273K | – | 137 |
|
|
2020
Q3 | $273K | Buy |
+1,257
| New | +$273K | 0.04% | 125 |
|