HT Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-12,013
| Closed | -$1.15M | – | 44 |
|
|
2014
Q4 | $1.15M | Hold |
12,013
| – | – | 0.72% | 21 |
|
|
2014
Q3 | $1.09M | Hold |
12,013
| – | – | 0.55% | 16 |
|
|
2014
Q2 | $1.1M | Hold |
12,013
| – | – | 0.57% | 17 |
|
|
2014
Q1 | $1.04M | Hold |
12,013
| – | – | 0.68% | 11 |
|
|
2013
Q4 | $1.03M | Hold |
12,013
| – | – | 0.66% | 23 |
|
|
2013
Q3 | $939K | Hold |
12,013
| – | – | 0.61% | 26 |
|
|
2013
Q2 | $874K | Buy |
+12,013
| New | +$874K | 0.75% | 26 |
|