HCM
Hengehold Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,392
| Closed | -$425K | – | 171 |
|
|
2021
Q4 | $425K | Hold |
1,392
| – | – | 0.05% | 105 |
|
|
2021
Q3 | $381K | Hold |
1,392
| – | – | 0.05% | 107 |
|
|
2021
Q2 | $378K | Buy |
1,392
+13
| +0.9% | +$3.53K | 0.05% | 108 |
|
|
2021
Q1 | $335K | Sell |
1,379
-11
| -0.8% | -$2.67K | 0.05% | 111 |
|
|
2020
Q4 | $335K | Sell |
1,390
-21
| -1% | -$5.06K | 0.05% | 105 |
|
|
2020
Q3 | $306K | Hold |
1,411
| – | – | 0.05% | 100 |
|
|
2020
Q2 | $271K | Sell |
1,411
-15
| -1% | -$2.88K | 0.05% | 104 |
|
|
2020
Q1 | $215K | Buy |
+1,426
| New | +$215K | 0.05% | 107 |
|
|
2014
Q2 | – | Sell |
-5,060
| Closed | -$438K | – | 78 |
|
|
2014
Q1 | $438K | Sell |
5,060
-267
| -5% | -$23.1K | 0.15% | 54 |
|
|
2013
Q4 | $458K | Sell |
5,327
-350
| -6% | -$30.1K | 0.16% | 55 |
|
|
2013
Q3 | $444K | Sell |
5,677
-268
| -5% | -$21K | 0.18% | 55 |
|
|
2013
Q2 | $432K | Buy |
+5,945
| New | +$432K | 0.19% | 55 |
|