New World Advisors’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
Q1 | – | Sell |
-13,617
| Closed | -$2.92M | – | 67 |
|
2022
Q4 | $2.92M | Buy |
13,617
+11,080
| +437% | +$2.37M | 0.99% | 9 |
|
2022
Q3 | $534K | Sell |
2,537
-4,320
| -63% | -$909K | 0.25% | 16 |
|
2022
Q2 | $1.52M | Buy |
+6,857
| New | +$1.52M | 0.82% | 13 |
|
2022
Q1 | – | Sell |
-3,379
| Closed | -$1.03M | – | 65 |
|
2021
Q4 | $1.03M | Buy |
+3,379
| New | +$1.03M | 0.48% | 15 |
|