Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $107K | Sell |
560
-69
| -11% | -$13.2K | 0.03% | 193 |
|
|
2020
Q1 | $94K | Buy |
629
+69
| +12% | +$10.3K | 0.03% | 198 |
|
|
2019
Q4 | $99K | Sell |
560
-10
| -2% | -$1.77K | 0.03% | 221 |
|
|
2019
Q3 | $90K | Buy |
570
+10
| +2% | +$1.58K | 0.03% | 219 |
|
|
2019
Q2 | $88K | Hold |
560
| – | – | 0.03% | 202 |
|
|
2019
Q1 | $85K | Buy |
560
+400
| +250% | +$60.7K | 0.03% | 197 |
|
|
2018
Q4 | $21K | Hold |
160
| – | – | 0.01% | 284 |
|
|
2018
Q3 | $25K | Hold |
160
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $23K | Hold |
160
| – | – | 0.01% | 278 |
|
|
2018
Q1 | $21K | Hold |
160
| – | – | 0.01% | 292 |
|
|
2017
Q4 | $22K | Hold |
160
| – | – | 0.01% | 303 |
|
|
2017
Q3 | $20K | Hold |
160
| – | – | 0.01% | 324 |
|
|
2017
Q2 | $19K | Buy |
+160
| New | +$19K | 0.01% | 317 |
|