FPFS
First Personal Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $137K | Hold |
365
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $133K | Sell |
365
-171
| -32% | -$62.3K | 0.03% | 140 |
|
|
2024
Q1 | $181K | Buy |
536
+171
| +47% | +$57.6K | 0.04% | 120 |
|
|
2023
Q4 | $111K | Hold |
365
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $97.1K | Hold |
365
| – | – | 0.03% | 156 |
|
|
2023
Q2 | $100K | Hold |
365
| – | – | 0.02% | 156 |
|
|
2023
Q1 | $89.2K | Sell |
365
-150
| -29% | -$36.7K | 0.02% | 158 |
|
|
2022
Q4 | $110K | Hold |
515
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $108K | Hold |
515
| – | – | 0.03% | 147 |
|
|
2022
Q2 | $113K | Hold |
515
| – | – | 0.03% | 133 |
|
|
2022
Q1 | $143K | Hold |
515
| – | – | 0.03% | 130 |
|
|
2021
Q4 | $157K | Sell |
515
-50
| -9% | -$15.2K | 0.04% | 127 |
|
|
2021
Q3 | $155K | Sell |
565
-200
| -26% | -$54.9K | 0.04% | 132 |
|
|
2021
Q2 | $208K | Hold |
765
| – | – | 0.05% | 116 |
|
|
2021
Q1 | $186K | Hold |
765
| – | – | 0.05% | 120 |
|
|
2020
Q4 | $184K | Hold |
765
| – | – | 0.05% | 117 |
|
|
2020
Q3 | $166K | Hold |
765
| – | – | 0.05% | 119 |
|
|
2020
Q2 | $147K | Hold |
765
| – | – | 0.05% | 125 |
|
|
2020
Q1 | $115K | Hold |
765
| – | – | 0.04% | 139 |
|
|
2019
Q4 | $135K | Hold |
765
| – | – | 0.04% | 138 |
|
|
2019
Q3 | $122K | Sell |
765
-6,700
| -90% | -$1.07M | 0.04% | 163 |
|
|
2019
Q2 | $1.18M | Buy |
7,465
+2,600
| +53% | +$409K | 0.34% | 67 |
|
|
2019
Q1 | $736K | Buy |
4,865
+765
| +19% | +$116K | 0.22% | 91 |
|
|
2018
Q4 | $537K | Hold |
4,100
| – | – | 0.19% | 103 |
|
|
2018
Q3 | $640K | Hold |
4,100
| – | – | 0.2% | 100 |
|
|
2018
Q2 | $590K | Sell |
4,100
-47,666
| -92% | -$6.86M | 0.2% | 106 |
|
|
2018
Q1 | $7.05M | Sell |
51,766
-2,137
| -4% | -$291K | 1.55% | 13 |
|
|
2017
Q4 | $7.26M | Sell |
53,903
-26,281
| -33% | -$3.54M | 1.41% | 14 |
|
|
2017
Q3 | $10M | Buy |
80,184
+75,634
| +1,662% | +$9.46M | 2.11% | 3 |
|
|
2017
Q2 | $542K | Buy |
4,550
+4,100
| +911% | +$488K | 0.12% | 137 |
|
|
2017
Q1 | $51K | Hold |
450
| – | – | 0.01% | 388 |
|
|
2016
Q4 | $47K | Buy |
+450
| New | +$47K | 0.01% | 386 |
|
|
2016
Q3 | – | Sell |
-48,101
| Closed | -$4.83M | – | 826 |
|
|
2016
Q2 | $4.83M | Buy |
48,101
+23,043
| +92% | +$2.31M | 1.65% | 12 |
|
|
2016
Q1 | $2.5M | Buy |
25,058
+24,878
| +13,821% | +$2.48M | 1.24% | 29 |
|
|
2015
Q4 | $18K | Buy |
+180
| New | +$18K | 0.01% | 250 |
|