Great Diamond Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,230
| Closed | -$264K | – | 223 |
|
|
2022
Q4 | $264K | Buy |
+1,230
| New | +$264K | 0.08% | 175 |
|
|
2022
Q1 | – | Sell |
-2,089
| Closed | -$638K | – | 226 |
|
|
2021
Q4 | $638K | Buy |
+2,089
| New | +$638K | 0.16% | 112 |
|
|
2020
Q1 | – | Sell |
-543
| Closed | -$95K | – | 372 |
|
|
2019
Q4 | $95K | Buy |
+543
| New | +$95K | 0.04% | 230 |
|