Integrated Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $1.45M | Buy |
12,771
+8
| +0.1% | +$910 | 0.49% | 58 |
|
2016
Q4 | $1.34M | Buy |
12,763
+6
| +0% | +$629 | 0.5% | 60 |
|
2016
Q3 | $1.33M | Buy |
12,757
+1,158
| +10% | +$121K | 0.48% | 57 |
|
2016
Q2 | $1.16M | Sell |
11,599
-88
| -0.8% | -$8.83K | 0.45% | 55 |
|
2016
Q1 | $1.17M | Buy |
11,687
+7
| +0.1% | +$698 | 0.49% | 49 |
|
2015
Q4 | $1.16M | Buy |
11,680
+2
| +0% | +$199 | 0.5% | 48 |
|
2015
Q3 | $1.09M | Buy |
11,678
+367
| +3% | +$34.1K | 0.48% | 52 |
|
2015
Q2 | $1.12M | Buy |
11,311
+3
| +0% | +$297 | 0.43% | 54 |
|
2015
Q1 | $1.12M | Buy |
+11,308
| New | +$1.12M | 0.47% | 50 |
|