GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.39M | Buy |
3,709
+37
| +1% | +$13.9K | 0.1% | 167 |
|
|
2024
Q2 | $1.34M | Buy |
3,672
+1
| +0% | +$365 | 0.1% | 165 |
|
|
2024
Q1 | $1.24M | Buy |
3,671
+103
| +3% | +$34.7K | 0.1% | 165 |
|
|
2023
Q4 | $1.08M | Buy |
3,568
+685
| +24% | +$208K | 0.09% | 177 |
|
|
2023
Q3 | $767K | Buy |
2,883
+88
| +3% | +$23.4K | 0.07% | 200 |
|
|
2023
Q2 | $769K | Buy |
2,795
+1
| +0% | +$275 | 0.07% | 202 |
|
|
2023
Q1 | $683K | Sell |
2,794
-879
| -24% | -$215K | 0.08% | 162 |
|
|
2022
Q4 | $787K | Buy |
3,673
+826
| +29% | +$177K | 0.17% | 82 |
|
|
2022
Q3 | $599K | Buy |
2,847
+58
| +2% | +$12.2K | 0.16% | 85 |
|
|
2022
Q2 | $610K | Buy |
2,789
+21
| +0.8% | +$4.59K | 0.17% | 85 |
|
|
2022
Q1 | $768K | Buy |
2,768
+486
| +21% | +$135K | 0.18% | 72 |
|
|
2021
Q4 | $697K | Hold |
2,282
| – | – | 0.19% | 92 |
|
|
2021
Q3 | $625K | Buy |
2,282
+50
| +2% | +$13.7K | 0.32% | 77 |
|
|
2021
Q2 | $606K | Sell |
2,232
-51
| -2% | -$13.8K | 0.31% | 80 |
|
|
2021
Q1 | $555K | Hold |
2,283
| – | – | 0.31% | 80 |
|
|
2020
Q4 | $551K | Hold |
2,283
| – | – | 0.32% | 77 |
|
|
2020
Q3 | $495K | Buy |
2,283
+10
| +0.4% | +$2.17K | 0.32% | 79 |
|
|
2020
Q2 | $436K | Sell |
2,273
-284
| -11% | -$54.5K | 0.32% | 81 |
|
|
2020
Q1 | $385K | Buy |
2,557
+8
| +0.3% | +$1.21K | 0.25% | 78 |
|
|
2019
Q4 | $448K | Buy |
2,549
+168
| +7% | +$29.5K | 0.2% | 88 |
|
|
2019
Q3 | $380K | Buy |
2,381
+54
| +2% | +$8.62K | 0.19% | 98 |
|
|
2019
Q2 | $366K | Sell |
2,327
-112
| -5% | -$17.6K | 0.19% | 91 |
|
|
2019
Q1 | $369K | Sell |
2,439
-2,604
| -52% | -$394K | 0.21% | 90 |
|
|
2018
Q4 | $660K | Buy |
+5,043
| New | +$660K | 0.48% | 44 |
|