Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $415K | Sell |
2,754
-7
| -0.3% | -$1.06K | 0.16% | 69 |
|
|
2019
Q4 | $486K | Buy |
2,761
+343
| +14% | +$60.4K | 0.17% | 76 |
|
|
2019
Q3 | $386K | Buy |
2,418
+74
| +3% | +$11.8K | 0.15% | 77 |
|
|
2019
Q2 | $369K | Hold |
2,344
| – | – | 0.16% | 77 |
|
|
2019
Q1 | $355K | Buy |
2,344
+655
| +39% | +$99.2K | 0.17% | 79 |
|
|
2018
Q4 | $221K | Buy |
1,689
+1
| +0.1% | +$131 | 0.12% | 90 |
|
|
2018
Q3 | $263K | Buy |
1,688
+1
| +0.1% | +$156 | 0.2% | 83 |
|
|
2018
Q2 | $242K | Hold |
1,687
| – | – | 0.22% | 81 |
|
|
2018
Q1 | $230K | Sell |
1,687
-14
| -0.8% | -$1.91K | 0.23% | 81 |
|
|
2017
Q4 | $229K | Buy |
+1,701
| New | +$229K | 0.25% | 69 |
|