McDonald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,785
| Closed | -$390K | – | 259 |
|
|
2022
Q2 | $390K | Hold |
1,785
| – | – | 0.1% | 205 |
|
|
2022
Q1 | $496K | Buy |
1,785
+1,633
| +1,074% | +$454K | 0.11% | 199 |
|
|
2021
Q4 | $46.5K | Sell |
152
-1,526
| -91% | -$466K | 0.04% | 112 |
|
|
2021
Q3 | $460K | Hold |
1,678
| – | – | 0.11% | 198 |
|
|
2021
Q2 | $456K | Hold |
1,678
| – | – | 0.11% | 198 |
|
|
2021
Q1 | $408K | Sell |
1,678
-1,916
| -53% | -$466K | 0.1% | 195 |
|
|
2020
Q4 | $867K | Buy |
+3,594
| New | +$867K | 0.24% | 111 |
|