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Mountain Capital Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mountain Capital Investment Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-95,674
Closed -$23.4M – 74
2023
Q1 		$23.4M Sell
95,674
-78,101
-45% -$19.1M 10.33% 3
2022
Q4 		$37.8M Buy
+173,775
New +$37.8M 17.2% 1