Northstar Advisory Group’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
Q2 | – | Sell |
-1,345
| Closed | -$329K | – | 92 |
|
|
2023
Q1 | $329K | Buy |
+1,345
| New | +$329K | 0.25% | 65 |
|
|
2022
Q1 | – | Sell |
-741
| Closed | -$226K | – | 112 |
|
|
2021
Q4 | $226K | Buy |
+741
| New | +$226K | 0.13% | 95 |
|
|
2021
Q3 | – | Sell |
-834
| Closed | -$226K | – | 80 |
|
|
2021
Q2 | $226K | Hold |
834
| – | – | 0.14% | 104 |
|
|
2021
Q1 | $203K | Sell |
834
-8,137
| -91% | -$1.98M | 0.16% | 102 |
|
|
2020
Q4 | $2.16M | Buy |
+8,971
| New | +$2.16M | 1.82% | 12 |
|