Intellectus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,030
| Closed | -$156K | – | 293 |
|
|
2019
Q1 | $156K | Buy |
+1,030
| New | +$156K | 0.07% | 199 |
|
|
2018
Q4 | – | Sell |
-1,030
| Closed | -$161K | – | 393 |
|
|
2018
Q3 | $161K | Hold |
1,030
| – | – | 0.06% | 241 |
|
|
2018
Q2 | $148K | Buy |
1,030
+700
| +212% | +$101K | 0.05% | 247 |
|
|
2018
Q1 | $45K | Hold |
330
| – | – | 0.02% | 351 |
|
|
2017
Q4 | $44K | Hold |
330
| – | – | 0.02% | 352 |
|
|
2017
Q3 | $41K | Buy |
+330
| New | +$41K | 0.02% | 423 |
|
|
2017
Q1 | – | Sell |
-183
| Closed | -$19K | – | 692 |
|
|
2016
Q4 | $19K | Buy |
+183
| New | +$19K | 0.01% | 455 |
|