Financial Services Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-131,224
| Closed | -$23.1M | – | 16 |
|
|
2019
Q4 | $23.1M | Buy |
131,224
+65,143
| +99% | +$11.5M | 9.53% | 1 |
|
|
2019
Q3 | $10.5M | Sell |
66,081
-117,047
| -64% | -$18.7M | 6.98% | 7 |
|
|
2019
Q2 | $28.8M | Buy |
183,128
+116,388
| +174% | +$18.3M | 18.78% | 1 |
|
|
2019
Q1 | $10.1M | Buy |
+66,740
| New | +$10.1M | 8.71% | 4 |
|
|
2018
Q4 | – | Sell |
-157,049
| Closed | -$24.5M | – | 8 |
|
|
2018
Q3 | $24.5M | Buy |
157,049
+38,643
| +33% | +$6.03M | 16.35% | 2 |
|
|
2018
Q2 | $17M | Sell |
118,406
-8,433
| -7% | -$1.21M | 14.71% | 2 |
|
|
2018
Q1 | $17.3M | Buy |
126,839
+41,662
| +49% | +$5.67M | 18.4% | 1 |
|
|
2017
Q4 | $11.5M | Buy |
+85,177
| New | +$11.5M | 8.44% | 2 |
|