Freedman Financial Associates’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
Q2 | – | Sell |
-57,381
| Closed | -$16.3M | – | 223 |
|
|
2022
Q1 | $16.3M | Buy |
57,381
+2,471
| +5% | +$700K | 11.2% | 2 |
|
|
2021
Q4 | $16.8M | Buy |
54,910
+690
| +1% | +$211K | 11.46% | 2 |
|
|
2021
Q3 | $14.9M | Buy |
54,220
+2,358
| +5% | +$646K | 10.86% | 2 |
|
|
2021
Q2 | $14.1M | Buy |
51,862
+916
| +2% | +$249K | 10.61% | 2 |
|
|
2021
Q1 | $12.4M | Buy |
50,946
+1,531
| +3% | +$372K | 10.23% | 2 |
|
|
2020
Q4 | $11.9M | Buy |
+49,415
| New | +$11.9M | 10.7% | 2 |
|