Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $269K | Buy |
+1,116
| New | +$269K | 0.07% | 97 |
|
|
2018
Q3 | – | Sell |
-455
| Closed | -$65K | – | 219 |
|
|
2018
Q2 | $65K | Hold |
455
| – | – | 0.02% | 153 |
|
|
2018
Q1 | $62K | Buy |
+455
| New | +$62K | 0.02% | 155 |
|
|
2017
Q4 | – | Sell |
-455
| Closed | -$56K | – | 348 |
|
|
2017
Q3 | $56K | Buy |
455
+255
| +128% | +$31.4K | 0.02% | 137 |
|
|
2017
Q2 | $23K | Hold |
200
| – | – | 0.01% | 205 |
|
|
2017
Q1 | $23K | Sell |
200
-85
| -30% | -$9.78K | 0.01% | 219 |
|
|
2016
Q4 | $30K | Buy |
285
+85
| +43% | +$8.95K | 0.01% | 206 |
|
|
2016
Q3 | $20K | Hold |
200
| – | – | 0.01% | 235 |
|
|
2016
Q2 | $20K | Sell |
200
-104
| -34% | -$10.4K | 0.01% | 217 |
|
|
2016
Q1 | $30K | Sell |
304
-47
| -13% | -$4.64K | 0.01% | 169 |
|
|
2015
Q4 | $35K | Buy |
+351
| New | +$35K | 0.02% | 156 |
|