Keudell/Morrison Wealth Management’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
Q1 | – | Sell |
-2,294
| Closed | -$695K | – | 208 |
|
|
2023
Q4 | $695K | Buy |
+2,294
| New | +$695K | 0.23% | 82 |
|
|
2023
Q1 | – | Sell |
-4,856
| Closed | -$1.04M | – | 189 |
|
|
2022
Q4 | $1.04M | Buy |
+4,856
| New | +$1.04M | 0.33% | 52 |
|
|
2022
Q1 | – | Sell |
-1,188
| Closed | -$363K | – | 189 |
|
|
2021
Q4 | $363K | Buy |
+1,188
| New | +$363K | 0.14% | 125 |
|