NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,285
| Closed | -$904K | – | 53 |
|
|
2023
Q2 | $904K | Buy |
3,285
+2
| +0.1% | +$550 | 0.17% | 82 |
|
|
2023
Q1 | $802K | Buy |
3,283
+4
| +0.1% | +$977 | 0.14% | 94 |
|
|
2022
Q4 | $702K | Sell |
3,279
-480
| -13% | -$103K | 0.13% | 100 |
|
|
2022
Q3 | $791K | Buy |
3,759
+6
| +0.2% | +$1.26K | 0.16% | 96 |
|
|
2022
Q2 | $821K | Buy |
3,753
+3
| +0.1% | +$656 | 0.18% | 92 |
|
|
2022
Q1 | $1.04M | Buy |
3,750
+3
| +0.1% | +$833 | 0.2% | 85 |
|
|
2021
Q4 | $1.15M | Buy |
+3,747
| New | +$1.15M | 0.22% | 65 |
|