Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.1M | Sell |
5,123
-80
| -2% | -$17.1K | 0.11% | 199 |
|
|
2022
Q3 | $1.09M | Sell |
5,203
-54
| -1% | -$11.4K | 0.12% | 194 |
|
|
2022
Q2 | $1.15M | Sell |
5,257
-1,531
| -23% | -$335K | 0.12% | 193 |
|
|
2022
Q1 | $1.88M | Sell |
6,788
-3,067
| -31% | -$851K | 0.16% | 141 |
|
|
2021
Q4 | $3.01M | Buy |
9,855
+182
| +2% | +$55.6K | 0.23% | 100 |
|
|
2021
Q3 | $2.65M | Buy |
9,673
+39
| +0.4% | +$10.7K | 0.49% | 38 |
|
|
2021
Q2 | $2.62M | Sell |
9,634
-168
| -2% | -$45.6K | 0.34% | 69 |
|
|
2021
Q1 | $2.38M | Buy |
9,802
+780
| +9% | +$190K | 0.36% | 62 |
|
|
2020
Q4 | $2.18M | Sell |
9,022
-1,473
| -14% | -$355K | 0.32% | 71 |
|
|
2020
Q3 | $2.28M | Sell |
10,495
-58
| -0.5% | -$12.6K | 0.38% | 60 |
|
|
2020
Q2 | $2.03M | Buy |
10,553
+256
| +2% | +$49.1K | 0.37% | 70 |
|
|
2020
Q1 | $1.55M | Buy |
10,297
+38
| +0.4% | +$5.72K | 0.36% | 69 |
|
|
2019
Q4 | $1.81M | Sell |
10,259
-423
| -4% | -$74.4K | 0.3% | 81 |
|
|
2019
Q3 | $1.71M | Buy |
10,682
+1,724
| +19% | +$275K | 0.29% | 84 |
|
|
2019
Q2 | $1.41M | Buy |
8,958
+5,837
| +187% | +$918K | 0.31% | 84 |
|
|
2019
Q1 | $472K | Buy |
3,121
+857
| +38% | +$130K | 0.12% | 198 |
|
|
2018
Q4 | $296K | Hold |
2,264
| – | – | 0.09% | 247 |
|
|
2018
Q3 | $353K | Hold |
2,264
| – | – | 0.09% | 239 |
|
|
2018
Q2 | $325K | Buy |
+2,264
| New | +$325K | 0.09% | 244 |
|