Fi3 Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,103
| Closed | -$245K | – | 51 |
|
|
2022
Q2 | $245K | Sell |
1,103
-417
| -27% | -$92.6K | 0.2% | 42 |
|
|
2022
Q1 | $422K | Buy |
1,520
+472
| +45% | +$131K | 0.33% | 27 |
|
|
2021
Q4 | $320K | Buy |
1,048
+218
| +26% | +$66.6K | 0.21% | 35 |
|
|
2021
Q3 | $227K | Buy |
830
+44
| +6% | +$12K | 0.15% | 42 |
|
|
2021
Q2 | $222K | Buy |
+786
| New | +$222K | 0.15% | 42 |
|