Independence Wealth 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
Q4 | $7.33M | Sell |
30,386
-232
| -0.8% | -$55.9K | 16.43% | 3 |
|
|
2020
Q3 | $6.64M | Sell |
30,618
-2,804
| -8% | -$608K | 17.13% | 2 |
|
|
2020
Q2 | $6.42M | Sell |
33,422
-1,561
| -4% | -$300K | 15.43% | 2 |
|
|
2020
Q1 | $5.27M | Sell |
34,983
-1,700
| -5% | -$256K | 6.33% | 8 |
|
|
2019
Q4 | $6.45M | Sell |
36,683
-989
| -3% | -$174K | 6.27% | 9 |
|
|
2019
Q3 | $6.01M | Sell |
37,672
-9,426
| -20% | -$1.5M | 6.35% | 8 |
|
|
2019
Q2 | $7.41M | Buy |
47,098
+5,120
| +12% | +$806K | 7.31% | 5 |
|
|
2019
Q1 | $6.35M | Sell |
41,978
-365
| -0.9% | -$55.2K | 6.85% | 8 |
|
|
2018
Q4 | $5.54M | Buy |
42,343
+838
| +2% | +$110K | 6.66% | 9 |
|
|
2018
Q3 | $6.47M | Sell |
41,505
-100
| -0.2% | -$15.6K | 6.56% | 7 |
|
|
2018
Q2 | $5.98M | Sell |
41,605
-1,899
| -4% | -$273K | 6.21% | 7 |
|
|
2018
Q1 | $5.92M | Sell |
43,504
-1,606
| -4% | -$219K | 5.47% | 7 |
|
|
2017
Q4 | $6.08M | Buy |
+45,110
| New | +$6.08M | 5.56% | 7 |
|