Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-896
| Closed | -$249K | – | 112 |
|
|
2022
Q1 | $249K | Sell |
896
-88
| -9% | -$24.5K | 0.05% | 107 |
|
|
2021
Q4 | $301K | Buy |
984
+43
| +5% | +$13.2K | 0.06% | 108 |
|
|
2021
Q3 | $258K | Hold |
941
| – | – | 0.06% | 111 |
|
|
2021
Q2 | $255K | Sell |
941
-12
| -1% | -$3.25K | 0.06% | 109 |
|
|
2021
Q1 | $232K | Sell |
953
-461
| -33% | -$112K | 0.06% | 109 |
|
|
2020
Q4 | $341K | Buy |
1,414
+461
| +48% | +$111K | 0.09% | 101 |
|
|
2020
Q3 | $207K | Buy |
+953
| New | +$207K | 0.06% | 101 |
|