Heritage Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-91
| Closed | -$12K | – | 297 |
|
|
2018
Q4 | $12K | Hold |
91
| – | – | 0.01% | 294 |
|
|
2018
Q3 | $14K | Hold |
91
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $13K | Hold |
91
| – | – | ﹤0.01% | 286 |
|
|
2018
Q1 | $12K | Hold |
91
| – | – | ﹤0.01% | 281 |
|
|
2017
Q4 | $12K | Hold |
91
| – | – | ﹤0.01% | 272 |
|
|
2017
Q3 | $11K | Hold |
91
| – | – | ﹤0.01% | 274 |
|
|
2017
Q2 | $11K | Hold |
91
| – | – | ﹤0.01% | 255 |
|
|
2017
Q1 | $10K | Buy |
+91
| New | +$10K | ﹤0.01% | 261 |
|