Oliver Lagore Vanvalin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-83
| Closed | -$28K | – | 775 |
|
|
2024
Q1 | $28K | Buy |
+83
| New | +$28K | 0.01% | 300 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 881 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 915 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$24.4K | – | 809 |
|
|
2023
Q1 | $24.4K | Hold |
100
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $21.4K | Sell |
100
-68
| -40% | -$14.6K | 0.01% | 263 |
|
|
2022
Q3 | $35K | Hold |
168
| – | – | 0.02% | 195 |
|
|
2022
Q2 | $37K | Sell |
168
-15
| -8% | -$3.3K | 0.02% | 202 |
|
|
2022
Q1 | $51K | Buy |
+183
| New | +$51K | 0.03% | 171 |
|