Fortitude Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-864
| Closed | -$291K | – | 210 |
|
|
2024
Q1 | $291K | Sell |
864
-625
| -42% | -$211K | 0.16% | 134 |
|
|
2023
Q4 | $451K | Buy |
1,489
+1
| +0.1% | +$303 | 0.27% | 82 |
|
|
2023
Q3 | $396K | Hold |
1,488
| – | – | 0.27% | 84 |
|
|
2023
Q2 | $409K | Sell |
1,488
-39
| -3% | -$10.7K | 0.3% | 85 |
|
|
2023
Q1 | $373K | Buy |
1,527
+539
| +55% | +$132K | 0.29% | 86 |
|
|
2022
Q4 | $212K | Buy |
988
+2
| +0.2% | +$429 | 0.18% | 174 |
|
|
2022
Q3 | $208K | Hold |
986
| – | – | 0.2% | 157 |
|
|
2022
Q2 | $216K | Hold |
986
| – | – | 0.2% | 154 |
|
|
2022
Q1 | $274K | Buy |
986
+1
| +0.1% | +$278 | 0.15% | 135 |
|
|
2021
Q4 | $301K | Buy |
+985
| New | +$301K | 0.15% | 124 |
|