Mar Vista Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,964
| Closed | -$1.1M | – | 54 |
|
|
2016
Q2 | $1.1M | Buy |
10,964
+418
| +4% | +$41.9K | 0.07% | 33 |
|
|
2016
Q1 | $1.05M | Buy |
10,546
+2,333
| +28% | +$233K | 0.06% | 34 |
|
|
2015
Q4 | $817K | Buy |
8,213
+4,970
| +153% | +$494K | 0.05% | 37 |
|
|
2015
Q3 | $302K | Sell |
3,243
-2,377
| -42% | -$221K | 0.02% | 40 |
|
|
2015
Q2 | $556K | Sell |
5,620
-3,410
| -38% | -$337K | 0.03% | 39 |
|
|
2015
Q1 | $893K | Buy |
+9,030
| New | +$893K | 0.05% | 35 |
|
|
2014
Q4 | – | Sell |
-7,908
| Closed | -$725K | – | 65 |
|
|
2014
Q3 | $725K | Buy |
7,908
+316
| +4% | +$29K | 0.04% | 42 |
|
|
2014
Q2 | $690K | Buy |
+7,592
| New | +$690K | 0.04% | 43 |
|