EFG Asset Management (Americas)’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-890
| Closed | -$93K | – | 117 |
|
2016
Q3 | $93K | Buy |
+890
| New | +$93K | 0.04% | 104 |
|
2015
Q2 | – | Sell |
-1,699
| Closed | -$168K | – | 125 |
|
2015
Q1 | $168K | Sell |
1,699
-157
| -8% | -$15.5K | 0.13% | 77 |
|
2014
Q4 | $177K | Buy |
1,856
+101
| +6% | +$9.63K | 0.11% | 100 |
|
2014
Q3 | $161K | Sell |
1,755
-532
| -23% | -$48.8K | 0.16% | 46 |
|
2014
Q2 | $208K | Sell |
2,287
-361
| -14% | -$32.8K | 0.19% | 23 |
|
2014
Q1 | $229K | Sell |
2,648
-1,719
| -39% | -$149K | 0.19% | 21 |
|
2013
Q4 | $375K | Buy |
+4,367
| New | +$375K | 0.33% | 19 |
|