FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $860K | Buy |
2,815
+1
| +0% | +$306 | 0.21% | 32 |
|
|
2021
Q3 | $771K | Hold |
2,814
| – | – | 0.36% | 27 |
|
|
2021
Q2 | $416 | Sell |
2,814
-1,619
| -37% | -$239 | 0.04% | 35 |
|
|
2021
Q1 | $1.08M | Sell |
4,433
-1,858
| -30% | -$451K | 0.61% | 23 |
|
|
2020
Q4 | $1.52M | Buy |
6,291
+450
| +8% | +$109K | 0.63% | 22 |
|
|
2020
Q3 | $1.27M | Buy |
5,841
+3,420
| +141% | +$742K | 0.49% | 24 |
|
|
2020
Q2 | $465K | Buy |
+2,421
| New | +$465K | 0.2% | 28 |
|
|
2019
Q4 | – | Sell |
-77,008
| Closed | -$12.3M | – | 66 |
|
|
2019
Q3 | $12.3M | Sell |
77,008
-384
| -0.5% | -$61.3K | 4.37% | 9 |
|
|
2019
Q2 | $12.2M | Sell |
77,392
-218
| -0.3% | -$34.3K | 5.03% | 8 |
|
|
2019
Q1 | $11.7M | Sell |
77,610
-22,133
| -22% | -$3.35M | 3.99% | 10 |
|
|
2018
Q4 | $13.1M | Sell |
99,743
-151,081
| -60% | -$19.8M | 4.86% | 8 |
|
|
2018
Q3 | $39.1M | Buy |
250,824
+75,226
| +43% | +$11.7M | 21.58% | 2 |
|
|
2018
Q2 | $25.3M | Sell |
175,598
-12,049
| -6% | -$1.73M | 12.5% | 3 |
|
|
2018
Q1 | $25.5M | Buy |
187,647
+33,970
| +22% | +$4.62M | 13.4% | 3 |
|
|
2017
Q4 | $20.7M | Buy |
+153,677
| New | +$20.7M | 10.43% | 3 |
|
|
2016
Q2 | – | Sell |
-219,751
| Closed | -$21.9M | – | 35 |
|
|
2016
Q1 | $21.9M | Sell |
219,751
-12,682
| -5% | -$1.27M | 5.46% | 8 |
|
|
2015
Q4 | $23.1M | Buy |
232,433
+174,127
| +299% | +$17.3M | 7.61% | 6 |
|
|
2015
Q3 | $5.42M | Buy |
58,306
+5,806
| +11% | +$540K | 2.67% | 11 |
|
|
2015
Q2 | $5.2M | Buy |
52,500
+7,500
| +17% | +$743K | 2.15% | 11 |
|
|
2015
Q1 | $4.45M | Buy |
+45,000
| New | +$4.45M | 1.37% | 15 |
|