MFW
Meristem Family Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.17M | Sell |
7,827
-500
| -6% | -$139K | 0.23% | 48 |
|
|
2021
Q4 | $2.55M | Hold |
8,327
| – | – | 0.22% | 54 |
|
|
2021
Q3 | $2.28M | Buy |
8,327
+3,009
| +57% | +$825K | 0.22% | 56 |
|
|
2021
Q2 | $1.44M | Hold |
5,318
| – | – | 0.23% | 54 |
|
|
2021
Q1 | $1.29M | Hold |
5,318
| – | – | 0.26% | 51 |
|
|
2020
Q4 | $1.28M | Sell |
5,318
-117
| -2% | -$28.2K | 0.27% | 49 |
|
|
2020
Q3 | $1.18M | Hold |
5,435
| – | – | 0.3% | 49 |
|
|
2020
Q2 | $1.04M | Hold |
5,435
| – | – | 0.29% | 52 |
|
|
2020
Q1 | $819K | Hold |
5,435
| – | – | 0.25% | 57 |
|
|
2019
Q4 | $956K | Sell |
5,435
-570
| -9% | -$100K | 0.24% | 60 |
|
|
2019
Q3 | $959K | Buy |
+6,005
| New | +$959K | 0.26% | 57 |
|