Kowal Investment Group’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 | $526K | Buy |
+1,402
| New | +$526K | 0.1% | 111 |
|
|
2024
Q1 | – | Sell |
-3,523
| Closed | -$1.07M | – | 183 |
|
|
2023
Q4 | $1.07M | Buy |
+3,523
| New | +$1.07M | 0.25% | 55 |
|
|
2023
Q1 | – | Sell |
-7,558
| Closed | -$1.62M | – | 165 |
|
|
2022
Q4 | $1.62M | Buy |
+7,558
| New | +$1.62M | 0.48% | 29 |
|
|
2022
Q2 | – | Sell |
-761
| Closed | -$211K | – | 144 |
|
|
2022
Q1 | $211K | Buy |
761
+1
| +0.1% | +$277 | 0.06% | 121 |
|
|
2021
Q4 | $232K | Buy |
760
+1
| +0.1% | +$305 | 0.07% | 101 |
|
|
2021
Q3 | $208K | Buy |
759
+1
| +0.1% | +$274 | 0.07% | 93 |
|
|
2021
Q2 | $206K | Buy |
+758
| New | +$206K | 0.07% | 99 |
|