Lehman & Derafelo Financial Resources’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 | – | Sell |
-399
| Closed | -$84K | – | 145 |
|
|
2022
Q3 | $84K | Hold |
399
| – | – | 0.03% | 111 |
|
|
2022
Q2 | $87K | Buy |
+399
| New | +$87K | 0.03% | 115 |
|
|
2021
Q4 | – | Sell |
-85
| Closed | -$23K | – | 145 |
|
|
2021
Q3 | $23K | Hold |
85
| – | – | 0.01% | 148 |
|
|
2021
Q2 | $23K | Hold |
85
| – | – | 0.01% | 174 |
|
|
2021
Q1 | $21K | Hold |
85
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $20K | Hold |
85
| – | – | 0.01% | 173 |
|
|
2020
Q3 | $18K | Hold |
85
| – | – | 0.01% | 168 |
|
|
2020
Q2 | $16K | Hold |
85
| – | – | 0.01% | 169 |
|
|
2020
Q1 | $13K | Hold |
85
| – | – | 0.01% | 153 |
|
|
2019
Q4 | $15K | Hold |
85
| – | – | 0.01% | 166 |
|
|
2019
Q3 | $14K | Hold |
85
| – | – | 0.01% | 156 |
|
|
2019
Q2 | $14K | Hold |
85
| – | – | 0.01% | 149 |
|
|
2019
Q1 | $13K | Sell |
85
-16
| -16% | -$2.45K | 0.01% | 152 |
|
|
2018
Q4 | $13K | Buy |
+101
| New | +$13K | 0.01% | 138 |
|