Goldstein Munger & 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
Q3 | $12.4M | Sell |
58,777
-200
| -0.3% | -$42.1K | 4.07% | 7 |
|
|
2022
Q2 | $12.9M | Sell |
58,977
-832
| -1% | -$182K | 3.88% | 8 |
|
|
2022
Q1 | $16.6M | Hold |
59,809
| – | – | 4.3% | 7 |
|
|
2021
Q4 | $18.3M | Sell |
59,809
-778
| -1% | -$238K | 4.61% | 7 |
|
|
2021
Q3 | $16.6M | Sell |
60,587
-252
| -0.4% | -$69.1K | 4.45% | 7 |
|
|
2021
Q2 | $16.5M | Sell |
60,839
-908
| -1% | -$247K | 4.36% | 7 |
|
|
2021
Q1 | $15M | Sell |
61,747
-501
| -0.8% | -$122K | 4.19% | 8 |
|
|
2020
Q4 | $15M | Sell |
62,248
-432
| -0.7% | -$104K | 4.43% | 7 |
|
|
2020
Q3 | $13.6M | Sell |
62,680
-31
| -0% | -$6.72K | 4.57% | 7 |
|
|
2020
Q2 | $12M | Buy |
62,711
+441
| +0.7% | +$84.6K | 4.54% | 6 |
|
|
2020
Q1 | $9.38M | Sell |
62,270
-1,696
| -3% | -$256K | 4.62% | 7 |
|
|
2019
Q4 | $11.3M | Sell |
63,966
-390
| -0.6% | -$68.6K | 4.6% | 5 |
|
|
2019
Q3 | $10.3M | Sell |
64,356
-1,515
| -2% | -$242K | 4.53% | 5 |
|
|
2019
Q2 | $10.4M | Sell |
65,871
-1,932
| -3% | -$304K | 4.53% | 5 |
|
|
2019
Q1 | $10.3M | Hold |
67,803
| – | – | 4.48% | 5 |
|
|
2018
Q4 | $8.88M | Sell |
67,803
-8,558
| -11% | -$1.12M | 4.35% | 5 |
|
|
2018
Q3 | $11.9M | Sell |
76,361
-165
| -0.2% | -$25.7K | 5.05% | 4 |
|
|
2018
Q2 | $11M | Sell |
76,526
-3,050
| -4% | -$439K | 4.64% | 5 |
|
|
2018
Q1 | $10.8M | Sell |
79,576
-5,455
| -6% | -$742K | 4.66% | 6 |
|
|
2017
Q4 | $11.5M | Sell |
85,031
-1,133
| -1% | -$153K | 4.9% | 4 |
|
|
2017
Q3 | $10.8M | Sell |
86,164
-2,040
| -2% | -$255K | 4.83% | 6 |
|
|
2017
Q2 | $10.5M | Sell |
88,204
-1,360
| -2% | -$162K | 4.83% | 5 |
|
|
2017
Q1 | $10.2M | Sell |
89,564
-1,765
| -2% | -$201K | 4.48% | 6 |
|
|
2016
Q4 | $9.58M | Sell |
91,329
-765
| -0.8% | -$80.2K | 4.27% | 6 |
|
|
2016
Q3 | $9.59M | Sell |
92,094
-4,160
| -4% | -$433K | 4.38% | 6 |
|
|
2016
Q2 | $9.66M | Sell |
96,254
-3,870
| -4% | -$388K | 4.46% | 6 |
|
|
2016
Q1 | $9.99M | Sell |
100,124
-150
| -0.1% | -$15K | 4.34% | 6 |
|
|
2015
Q4 | $9.98M | Buy |
100,274
+41
| +0% | +$4.08K | 4.42% | 5 |
|
|
2015
Q3 | $9.32M | Sell |
100,233
-1,144
| -1% | -$106K | 4.24% | 6 |
|
|
2015
Q2 | $10M | Sell |
101,377
-2,631
| -3% | -$260K | 4.35% | 7 |
|
|
2015
Q1 | $10.3M | Sell |
104,008
-2,715
| -3% | -$269K | 4.39% | 7 |
|
|
2014
Q4 | $10.2M | Sell |
106,723
-2,255
| -2% | -$216K | 4.3% | 7 |
|
|
2014
Q3 | $9.99M | Buy |
108,978
+55
| +0.1% | +$5.04K | 4.12% | 9 |
|
|
2014
Q2 | $9.9M | Sell |
108,923
-1,662
| -2% | -$151K | 4.01% | 9 |
|
|
2014
Q1 | $9.57M | Sell |
110,585
-1,403
| -1% | -$121K | 4.41% | 9 |
|
|
2013
Q4 | $9.63M | Sell |
111,988
-3,335
| -3% | -$287K | 4.03% | 9 |
|
|
2013
Q3 | $9.02M | Sell |
115,323
-3,828
| -3% | -$299K | 3.52% | 8 |
|
|
2013
Q2 | $8.67M | Buy |
+119,151
| New | +$8.67M | 3.24% | 9 |
|