Madison Investment Holdings’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $738K | Hold |
4,624
| – | – | 0.01% | 254 |
|
2019
Q2 | $728K | Hold |
4,624
| – | – | 0.01% | 188 |
|
2019
Q1 | $700K | Buy |
4,624
+509
| +12% | +$77.1K | 0.01% | 189 |
|
2018
Q4 | $539K | Sell |
4,115
-2,765
| -40% | -$362K | 0.01% | 199 |
|
2018
Q3 | $1.07M | Hold |
6,880
| – | – | 0.02% | 209 |
|
2018
Q2 | $989K | Sell |
6,880
-777
| -10% | -$112K | 0.02% | 205 |
|
2018
Q1 | $1.04M | Hold |
7,657
| – | – | 0.02% | 197 |
|
2017
Q4 | $1.03M | Sell |
7,657
-2,751
| -26% | -$370K | 0.02% | 207 |
|
2017
Q3 | $1.3M | Buy |
10,408
+4,195
| +68% | +$525K | 0.02% | 205 |
|
2017
Q2 | $739K | Hold |
6,213
| – | – | 0.01% | 215 |
|
2017
Q1 | $707K | Buy |
6,213
+1,403
| +29% | +$160K | 0.01% | 217 |
|
2016
Q4 | $505K | Buy |
4,810
+86
| +2% | +$9.03K | 0.01% | 225 |
|
2016
Q3 | $492K | Hold |
4,724
| – | – | 0.01% | 216 |
|
2016
Q2 | $474K | Hold |
4,724
| – | – | 0.01% | 216 |
|
2016
Q1 | $471K | Hold |
4,724
| – | – | 0.01% | 198 |
|
2015
Q4 | $470K | Buy |
+4,724
| New | +$470K | 0.01% | 199 |
|