Independence 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
Q3 | $56.1M | Sell |
258,527
-8,537
| -3% | -$1.85M | 12.03% | 2 |
|
|
2020
Q2 | $51.3M | Sell |
267,064
-2,364
| -0.9% | -$454K | 11.74% | 3 |
|
|
2020
Q1 | $40.6M | Buy |
269,428
+26,115
| +11% | +$3.93M | 11.2% | 3 |
|
|
2019
Q4 | $42.8M | Sell |
243,313
-69,208
| -22% | -$12.2M | 10.34% | 3 |
|
|
2019
Q3 | $49.9M | Buy |
312,521
+5,516
| +2% | +$881K | 12.15% | 3 |
|
|
2019
Q2 | $48.3M | Buy |
307,005
+32,012
| +12% | +$5.04M | 12.38% | 2 |
|
|
2019
Q1 | $41.6M | Buy |
274,993
+12,791
| +5% | +$1.94M | 11.7% | 2 |
|
|
2018
Q4 | $34.3M | Sell |
262,202
-9,194
| -3% | -$1.2M | 11.41% | 2 |
|
|
2018
Q3 | $42.3M | Buy |
271,396
+2,612
| +1% | +$407K | 12.6% | 2 |
|
|
2018
Q2 | $38.7M | Buy |
268,784
+16,867
| +7% | +$2.43M | 12.36% | 2 |
|
|
2018
Q1 | $34.3M | Sell |
251,917
-664
| -0.3% | -$90.4K | 11.31% | 2 |
|
|
2017
Q4 | $34M | Buy |
252,581
+1,093
| +0.4% | +$147K | 11.48% | 2 |
|
|
2017
Q3 | $31.5M | Sell |
251,488
-798
| -0.3% | -$99.8K | 12.53% | 3 |
|
|
2017
Q2 | $30M | Buy |
252,286
+1,264
| +0.5% | +$150K | 11.94% | 3 |
|
|
2017
Q1 | $28.6M | Sell |
251,022
-4,443
| -2% | -$506K | 11.97% | 3 |
|
|
2016
Q4 | $26.8M | Buy |
255,465
+1,882
| +0.7% | +$197K | 11.79% | 2 |
|
|
2016
Q3 | $26.4M | Sell |
253,583
-5,094
| -2% | -$531K | 12.42% | 3 |
|
|
2016
Q2 | $26M | Buy |
+258,677
| New | +$26M | 13.64% | 1 |
|