Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.1M | Sell |
4,041
-17
| -0.4% | -$4.62K | 0.29% | 26 |
|
|
2021
Q1 | $986K | Sell |
4,058
-105
| -3% | -$25.5K | 0.29% | 27 |
|
|
2020
Q4 | $1M | Sell |
4,163
-42
| -1% | -$10.1K | 0.31% | 24 |
|
|
2020
Q3 | $913K | Sell |
4,205
-1,102
| -21% | -$239K | 0.33% | 23 |
|
|
2020
Q2 | $1.02M | Sell |
5,307
-177
| -3% | -$34.1K | 0.39% | 18 |
|
|
2020
Q1 | $824K | Sell |
5,484
-220
| -4% | -$33.1K | 0.35% | 23 |
|
|
2019
Q4 | $1M | Sell |
5,704
-106
| -2% | -$18.6K | 0.44% | 23 |
|
|
2019
Q3 | $926K | Sell |
5,810
-736
| -11% | -$117K | 0.45% | 22 |
|
|
2019
Q2 | $1.03M | Sell |
6,546
-526
| -7% | -$82.6K | 0.55% | 14 |
|
|
2019
Q1 | $1.07M | Sell |
7,072
-628
| -8% | -$95K | 0.61% | 13 |
|
|
2018
Q4 | $1.01M | Sell |
7,700
-782
| -9% | -$102K | 0.63% | 15 |
|
|
2018
Q3 | $1.32M | Sell |
8,482
-1,632
| -16% | -$254K | 0.87% | 11 |
|
|
2018
Q2 | $1.45M | Sell |
10,114
-2,532
| -20% | -$364K | 1.08% | 13 |
|
|
2018
Q1 | $1.72M | Sell |
12,646
-41,382
| -77% | -$5.63M | 1.1% | 18 |
|
|
2017
Q4 | $7.65M | Buy |
+54,028
| New | +$7.65M | 4.43% | 6 |
|