Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17
| Closed | -$6.2K | – | 432 |
|
|
2024
Q2 | $6.2K | Sell |
17
-2
| -11% | -$729 | ﹤0.01% | 472 |
|
|
2024
Q1 | $6.4K | Hold |
19
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $5.76K | Sell |
19
-59
| -76% | -$17.9K | ﹤0.01% | 462 |
|
|
2023
Q3 | $20.7K | Buy |
+78
| New | +$20.7K | 0.01% | 279 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$5.48K | – | 694 |
|
|
2021
Q3 | $5.48K | Sell |
20
-5,953
| -100% | -$1.63M | ﹤0.01% | 405 |
|
|
2021
Q2 | $22K | Buy |
5,973
+5,951
| +27,050% | +$21.9K | ﹤0.01% | 542 |
|
|
2021
Q1 | $5.35K | Hold |
22
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $5.31K | Hold |
22
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $4.77K | Hold |
22
| – | – | ﹤0.01% | 343 |
|
|
2020
Q2 | $4.22K | Hold |
22
| – | – | ﹤0.01% | 359 |
|
|
2020
Q1 | $3.31K | Hold |
22
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $3.87K | Hold |
22
| – | – | ﹤0.01% | 337 |
|
|
2019
Q3 | $3.51K | Sell |
22
-35
| -61% | -$5.59K | ﹤0.01% | 334 |
|
|
2019
Q2 | $8.95K | Sell |
57
-1
| -2% | -$157 | 0.01% | 234 |
|
|
2019
Q1 | $8.75K | Buy |
+58
| New | +$8.75K | 0.01% | 235 |
|