Emerson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $7.7M | Sell |
77,155
-5,489
| -7% | -$548K | 1.46% | 27 |
|
|
2015
Q4 | $8.22M | Buy |
82,644
+2,701
| +3% | +$269K | 1.61% | 23 |
|
|
2015
Q3 | $7.44M | Sell |
79,943
-5,387
| -6% | -$501K | 1.48% | 22 |
|
|
2015
Q2 | $8.45M | Sell |
85,330
-4,850
| -5% | -$480K | 1.58% | 19 |
|
|
2015
Q1 | $8.92M | Sell |
90,180
-5,370
| -6% | -$531K | 1.63% | 15 |
|
|
2014
Q4 | $9.14M | Sell |
95,550
-3,323
| -3% | -$318K | 1.78% | 12 |
|
|
2014
Q3 | $9.06M | Sell |
98,873
-1,568
| -2% | -$144K | 1.79% | 11 |
|
|
2014
Q2 | $9.13M | Sell |
100,441
-2,028
| -2% | -$184K | 1.79% | 15 |
|
|
2014
Q1 | $8.87M | Sell |
102,469
-4,284
| -4% | -$371K | 1.82% | 12 |
|
|
2013
Q4 | $9.18M | Buy |
106,753
+825
| +0.8% | +$70.9K | 1.93% | 10 |
|
|
2013
Q3 | $8.28M | Sell |
105,928
-1,125
| -1% | -$88K | 1.86% | 13 |
|
|
2013
Q2 | $7.79M | Buy |
+107,053
| New | +$7.79M | 1.81% | 13 |
|