GYL Financial Synergies’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.39M | Buy |
14,836
+148
| +1% | +$13.4K | 0.1% | 167 |
|
|
2024
Q2 | $1.34M | Buy |
14,688
+4
| +0% | +$342 | 0.1% | 165 |
|
|
2024
Q1 | $1.24M | Buy |
14,684
+412
| +3% | +$33.2K | 0.1% | 165 |
|
|
2023
Q4 | $1.08M | Buy |
14,272
+2,740
| +24% | +$194K | 0.09% | 177 |
|
|
2023
Q3 | $767K | Buy |
11,532
+352
| +3% | +$24.3K | 0.07% | 200 |
|
|
2023
Q2 | $769K | Buy |
11,180
+4
| +0% | +$254 | 0.07% | 202 |
|
|
2023
Q1 | $683K | Sell |
11,176
-3,516
| -24% | -$203K | 0.08% | 162 |
|
|
2022
Q4 | $787K | Buy |
14,692
+3,304
| +29% | +$182K | 0.17% | 82 |
|
|
2022
Q3 | $599K | Buy |
11,388
+232
| +2% | +$13.6K | 0.16% | 85 |
|
|
2022
Q2 | $610K | Buy |
11,156
+84
| +0.8% | +$5.04K | 0.17% | 85 |
|
|
2022
Q1 | $768K | Buy |
11,072
+1,944
| +21% | +$133K | 0.18% | 72 |
|
|
2021
Q4 | $697K | Hold |
9,128
| – | – | 0.19% | 92 |
|
|
2021
Q3 | $625K | Buy |
9,128
+200
| +2% | +$14.1K | 0.32% | 77 |
|
|
2021
Q2 | $606K | Sell |
8,928
-204
| -2% | -$13.2K | 0.31% | 80 |
|
|
2021
Q1 | $555K | Hold |
9,132
| – | – | 0.31% | 80 |
|
|
2020
Q4 | $551K | Hold |
9,132
| – | – | 0.32% | 77 |
|
|
2020
Q3 | $495K | Buy |
9,132
+40
| +0.4% | +$2.11K | 0.32% | 79 |
|
|
2020
Q2 | $436K | Sell |
9,092
-1,136
| -11% | -$50.1K | 0.32% | 81 |
|
|
2020
Q1 | $385K | Buy |
10,228
+32
| +0.3% | +$1.38K | 0.25% | 78 |
|
|
2019
Q4 | $448K | Buy |
10,196
+672
| +7% | +$28.1K | 0.2% | 88 |
|
|
2019
Q3 | $380K | Buy |
9,524
+216
| +2% | +$8.66K | 0.19% | 98 |
|
|
2019
Q2 | $366K | Sell |
9,308
-448
| -5% | -$17.3K | 0.19% | 91 |
|
|
2019
Q1 | $369K | Sell |
9,756
-10,416
| -52% | -$374K | 0.21% | 90 |
|
|
2018
Q4 | $660K | Buy |
+20,172
| New | +$711K | 0.48% | 44 |
|
Other funds holding IWF
