Fernwood Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $839K | Hold |
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|
2024
Q1 | $776K | Hold |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $610K | Hold |
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|
2023
Q2 | $631K | Hold |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $534K | Sell |
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|
2022
Q3 | $556K | Hold |
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|
2022
Q2 | $578K | Hold |
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|
2022
Q1 | $733K | Hold |
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|
2021
Q4 | $807K | Hold |
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|
2021
Q3 | $724K | Sell |
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|
2021
Q2 | $744K | Buy |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $602K | Buy |
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|
2020
Q3 | $530K | Hold |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $413K | Hold |
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|
2019
Q4 | $482K | Sell |
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|
2019
Q3 | $462K | Hold |
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|
2019
Q2 | $455K | Hold |
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|
2019
Q1 | $438K | Hold |
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|
2018
Q4 | $379K | Sell |
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|
2018
Q3 | $478K | Hold |
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|
2018
Q2 | $441K | Sell |
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|
2018
Q1 | $430K | Sell |
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|
2017
Q4 | $466K | Buy |
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