Halpern Financial’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 | $10.6M | Sell |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $9.56M | Sell |
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|
2023
Q4 | $8.45M | Sell |
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|
2023
Q3 | $7.63M | Buy |
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|
2023
Q2 | $7.63M | Sell |
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|
2023
Q1 | $6.8M | Sell |
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|
2022
Q4 | $6.17M | Hold |
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|
2022
Q3 | $6.06M | Sell |
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|
2022
Q2 | $6.31M | Sell |
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|
2022
Q1 | $8.21M | Buy |
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|
2021
Q4 | $4.39M | Sell |
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|
2021
Q3 | $3.95M | Sell |
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|
2021
Q2 | $4.12M | Sell |
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|
2021
Q1 | $3.87M | Sell |
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|
2020
Q4 | $3.85M | Sell |
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|
2020
Q3 | $3.52M | Sell |
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|
2020
Q2 | $3.16M | Buy |
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|
2020
Q1 | $2.21M | Sell |
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|
2019
Q4 | $2.59M | Buy |
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