Frontier Wealth Management’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 |
-1,022
| Closed | -$268K | – | 412 |
|
|
2022
Q1 | $268K | Buy |
1,022
+1
| +0.1% | +$262 | ﹤0.01% | 326 |
|
|
2021
Q4 | $312K | Sell |
1,021
-993
| -49% | -$303K | 0.02% | 322 |
|
|
2021
Q3 | $552K | Buy |
2,014
+17
| +0.9% | +$4.66K | 0.04% | 256 |
|
|
2021
Q2 | $542K | Sell |
1,997
-34
| -2% | -$9.23K | 0.04% | 259 |
|
|
2021
Q1 | $494K | Sell |
2,031
-246
| -11% | -$59.8K | 0.04% | 243 |
|
|
2020
Q4 | $549K | Sell |
2,277
-1,655
| -42% | -$399K | 0.04% | 213 |
|
|
2020
Q3 | $853K | Sell |
3,932
-148
| -4% | -$32.1K | 0.08% | 165 |
|
|
2020
Q2 | $783K | Sell |
4,080
-1,122
| -22% | -$215K | 0.07% | 165 |
|
|
2020
Q1 | $784K | Buy |
5,202
+3,715
| +250% | +$560K | 0.13% | 139 |
|
|
2019
Q4 | $262K | Sell |
1,487
-398
| -21% | -$70.1K | 0.04% | 246 |
|
|
2019
Q3 | $301K | Sell |
1,885
-329
| -15% | -$52.5K | 0.04% | 240 |
|
|
2019
Q2 | $348K | Buy |
2,214
+351
| +19% | +$55.2K | 0.05% | 225 |
|
|
2019
Q1 | $282K | Buy |
1,863
+107
| +6% | +$16.2K | 0.04% | 287 |
|
|
2018
Q4 | $230K | Sell |
1,756
-902
| -34% | -$118K | 0.03% | 309 |
|
|
2018
Q3 | $415K | Buy |
2,658
+159
| +6% | +$24.8K | 0.04% | 254 |
|
|
2018
Q2 | $359K | Buy |
+2,499
| New | +$359K | 0.05% | 263 |
|