Johanson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9.95M | Sell |
32,572
-576
| -2% | -$176K | 3.05% | 7 |
|
|
2021
Q3 | $9.08M | Sell |
33,148
-268
| -0.8% | -$73.4K | 3.13% | 7 |
|
|
2021
Q2 | $9.25M | Sell |
33,416
-146
| -0.4% | -$40.4K | 3.13% | 7 |
|
|
2021
Q1 | $8.62M | Sell |
33,562
-1,616
| -5% | -$415K | 3.14% | 7 |
|
|
2020
Q4 | $8.48M | Sell |
35,178
-205
| -0.6% | -$49.4K | 3.42% | 7 |
|
|
2020
Q3 | $7.76M | Sell |
35,383
-253
| -0.7% | -$55.5K | 3.47% | 8 |
|
|
2020
Q2 | $6.84M | Sell |
35,636
-24
| -0.1% | -$4.61K | 3.42% | 8 |
|
|
2020
Q1 | $5.37M | Sell |
35,660
-6,516,983
| -99% | -$982M | 3.09% | 9 |
|
|
2019
Q4 | $37.2M | Buy |
6,552,643
+6,515,275
| +17,435% | +$37M | 1.77% | 15 |
|
|
2019
Q3 | $5.96M | Sell |
37,368
-1,074
| -3% | -$171K | 3.1% | 7 |
|
|
2019
Q2 | $6.05M | Sell |
38,442
-627
| -2% | -$98.7K | 3.22% | 7 |
|
|
2019
Q1 | $5.91M | Buy |
39,069
+609
| +2% | +$92.2K | 3.32% | 6 |
|
|
2018
Q4 | $5.04M | Sell |
38,460
-121
| -0.3% | -$15.8K | 3.39% | 6 |
|
|
2018
Q3 | $6.02M | Sell |
38,581
-582
| -1% | -$90.8K | 3.48% | 6 |
|
|
2018
Q2 | $5.63M | Buy |
39,163
+17
| +0% | +$2.44K | 3.57% | 6 |
|
|
2018
Q1 | $5.32M | Sell |
39,146
-372
| -0.9% | -$50.6K | 3.53% | 9 |
|
|
2017
Q4 | $5.33M | Sell |
39,518
-140
| -0.4% | -$18.9K | 3.53% | 8 |
|
|
2017
Q3 | $4.96M | Buy |
39,658
+542
| +1% | +$67.8K | 3.63% | 8 |
|
|
2017
Q2 | $4.66M | Sell |
39,116
-59
| -0.2% | -$7.02K | 3.79% | 7 |
|
|
2017
Q1 | $4.46M | Buy |
+39,175
| New | +$4.46M | 3.93% | 8 |
|
|
2016
Q4 | – | Sell |
-38,907
| Closed | -$4.05M | – | 36 |
|
|
2016
Q3 | $4.05M | Sell |
38,907
-342
| -0.9% | -$35.6K | 4.36% | 7 |
|
|
2016
Q2 | $3.94M | Sell |
39,249
-123
| -0.3% | -$12.3K | 4.64% | 6 |
|
|
2016
Q1 | $3.93M | Buy |
39,372
+130
| +0.3% | +$13K | 4.84% | 6 |
|
|
2015
Q4 | $3.9M | Buy |
+39,242
| New | +$3.9M | 5.09% | 5 |
|