Intercontinental Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $510K | Sell |
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2023
Q1 | $524K | Hold |
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2022
Q4 | $459K | Hold |
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2022
Q3 | $451K | Sell |
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2022
Q2 | $769K | Buy |
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2022
Q1 | $866K | Sell |
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2021
Q4 | $1.38M | Sell |
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2021
Q3 | $1.32M | Buy |
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2021
Q2 | $1.07M | Buy |
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2021
Q1 | $360K | Sell |
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2020
Q4 | $16M | Buy |
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2020
Q3 | $13.8M | Buy |
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2020
Q2 | $11.3M | Buy |
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2020
Q1 | $7.7M | Buy |
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2019
Q4 | $1.53M | Sell |
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2019
Q3 | $2.63M | Sell |
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2019
Q2 | $3.41M | Sell |
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2019
Q1 | $3.66M | Buy |
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2018
Q4 | $2.88M | Buy |
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2018
Q3 | $2.84M | Buy |
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2018
Q2 | $2.2M | Buy |
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2018
Q1 | $1.22M | Sell |
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2017
Q4 | $1.64M | Buy |
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2017
Q3 | $1.43M | Buy |
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2017
Q2 | $1.29M | Buy |
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2017
Q1 | $1.16M | Hold |
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2016
Q4 | $1.06M | Hold |
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2016
Q3 | $1.06M | Buy |
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2016
Q2 | $547K | Hold |
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2016
Q1 | $544K | Hold |
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2015
Q4 | $542K | Buy |
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