Harborview Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $677K | Sell |
2,469
-114
| -4% | -$31.3K | 0.38% | 54 |
|
|
2021
Q2 | $701K | Sell |
2,583
-131
| -5% | -$35.6K | 0.39% | 53 |
|
|
2021
Q1 | $660K | Sell |
2,714
-362
| -12% | -$88K | 0.4% | 55 |
|
|
2020
Q4 | $742K | Sell |
3,076
-11
| -0.4% | -$2.65K | 0.5% | 49 |
|
|
2020
Q3 | $670K | Sell |
3,087
-373
| -11% | -$81K | 0.51% | 49 |
|
|
2020
Q2 | $664K | Sell |
3,460
-201
| -5% | -$38.6K | 0.55% | 45 |
|
|
2020
Q1 | $552K | Sell |
3,661
-253
| -6% | -$38.1K | 0.55% | 37 |
|
|
2019
Q4 | $689K | Sell |
3,914
-258
| -6% | -$45.4K | 0.53% | 37 |
|
|
2019
Q3 | $666K | Sell |
4,172
-206
| -5% | -$32.9K | 0.54% | 38 |
|
|
2019
Q2 | $689K | Sell |
4,378
-287
| -6% | -$45.2K | 0.56% | 38 |
|
|
2019
Q1 | $706K | Sell |
4,665
-425
| -8% | -$64.3K | 0.61% | 37 |
|
|
2018
Q4 | $666K | Hold |
5,090
| – | – | 0.78% | 27 |
|
|
2018
Q3 | $794K | Buy |
5,090
+180
| +4% | +$28.1K | 0.81% | 27 |
|
|
2018
Q2 | $706K | Sell |
4,910
-182
| -4% | -$26.2K | 0.65% | 32 |
|
|
2018
Q1 | $693K | Sell |
5,092
-280
| -5% | -$38.1K | 0.66% | 34 |
|
|
2017
Q4 | $724K | Buy |
+5,372
| New | +$724K | 0.69% | 33 |
|