Minot 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 | $464K | Hold |
2,123
| – | – | 0.12% | 117 |
|
|
2022
Q1 | $589K | Buy |
2,123
+5
| +0.2% | +$1.39K | 0.13% | 116 |
|
|
2021
Q4 | $647K | Buy |
2,118
+94
| +5% | +$28.7K | 0.12% | 115 |
|
|
2021
Q3 | $555K | Sell |
2,024
-1
| -0% | -$274 | 0.12% | 118 |
|
|
2021
Q2 | $563K | Buy |
2,025
+1
| +0% | +$278 | 0.12% | 117 |
|
|
2021
Q1 | $492K | Sell |
2,024
-950
| -32% | -$231K | 0.13% | 116 |
|
|
2020
Q4 | $717K | Hold |
2,974
| – | – | 0.21% | 94 |
|
|
2020
Q3 | $645K | Buy |
+2,974
| New | +$645K | 0.24% | 85 |
|