IWA
Intercontinental Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $510K | Sell |
1,853
-291
| -14% | -$80.1K | 0.12% | 183 |
|
|
2023
Q1 | $524K | Hold |
2,144
| – | – | 0.13% | 182 |
|
|
2022
Q4 | $459K | Hold |
2,144
| – | – | 0.14% | 179 |
|
|
2022
Q3 | $451K | Sell |
2,144
-1,374
| -39% | -$289K | 0.14% | 169 |
|
|
2022
Q2 | $769K | Buy |
3,518
+400
| +13% | +$87.4K | 0.21% | 105 |
|
|
2022
Q1 | $866K | Sell |
3,118
-1,395
| -31% | -$387K | 0.2% | 100 |
|
|
2021
Q4 | $1.38M | Sell |
4,513
-320
| -7% | -$97.8K | 0.29% | 64 |
|
|
2021
Q3 | $1.32M | Buy |
4,833
+905
| +23% | +$248K | 0.31% | 58 |
|
|
2021
Q2 | $1.07M | Buy |
3,928
+2,446
| +165% | +$664K | 0.21% | 90 |
|
|
2021
Q1 | $360K | Sell |
1,482
-64,820
| -98% | -$15.7M | 0.08% | 194 |
|
|
2020
Q4 | $16M | Buy |
66,302
+2,696
| +4% | +$650K | 3.84% | 5 |
|
|
2020
Q3 | $13.8M | Buy |
63,606
+4,945
| +8% | +$1.07M | 4.04% | 5 |
|
|
2020
Q2 | $11.3M | Buy |
58,661
+7,565
| +15% | +$1.45M | 3.66% | 5 |
|
|
2020
Q1 | $7.7M | Buy |
51,096
+42,904
| +524% | +$6.46M | 4.07% | 4 |
|
|
2019
Q4 | $1.53M | Sell |
8,192
-8,285
| -50% | -$1.54M | 1.27% | 15 |
|
|
2019
Q3 | $2.63M | Sell |
16,477
-5,195
| -24% | -$829K | 1.62% | 13 |
|
|
2019
Q2 | $3.41M | Sell |
21,672
-2,510
| -10% | -$395K | 1.76% | 9 |
|
|
2019
Q1 | $3.66M | Buy |
24,182
+2,215
| +10% | +$335K | 1.81% | 8 |
|
|
2018
Q4 | $2.88M | Buy |
21,967
+3,755
| +21% | +$492K | 1.61% | 10 |
|
|
2018
Q3 | $2.84M | Buy |
18,212
+2,890
| +19% | +$451K | 1.42% | 11 |
|
|
2018
Q2 | $2.2M | Buy |
15,322
+6,350
| +71% | +$913K | 1.22% | 14 |
|
|
2018
Q1 | $1.22M | Sell |
8,972
-3,179
| -26% | -$433K | 0.71% | 33 |
|
|
2017
Q4 | $1.64M | Buy |
12,151
+729
| +6% | +$98.2K | 0.92% | 29 |
|
|
2017
Q3 | $1.43M | Buy |
11,422
+595
| +5% | +$74.4K | 0.87% | 31 |
|
|
2017
Q2 | $1.29M | Buy |
10,827
+670
| +7% | +$79.8K | 0.83% | 29 |
|
|
2017
Q1 | $1.16M | Hold |
10,157
| – | – | 0.69% | 36 |
|
|
2016
Q4 | $1.07M | Hold |
10,157
| – | – | 0.69% | 35 |
|
|
2016
Q3 | $1.06M | Buy |
10,157
+4,710
| +86% | +$491K | 0.75% | 34 |
|
|
2016
Q2 | $547K | Hold |
5,447
| – | – | 0.4% | 56 |
|
|
2016
Q1 | $544K | Hold |
5,447
| – | – | 0.41% | 56 |
|
|
2015
Q4 | $542K | Buy |
+5,447
| New | +$542K | 0.37% | 61 |
|