Opes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.99M | Sell |
38,099
-640
| -2% | -$83.8K | 3.56% | 10 |
|
|
2018
Q3 | $6.04M | Sell |
38,739
-214
| -0.5% | -$33.4K | 4.42% | 9 |
|
|
2018
Q2 | $5.6M | Sell |
38,953
-151
| -0.4% | -$21.7K | 4.1% | 10 |
|
|
2018
Q1 | $5.32M | Sell |
39,104
-7,150
| -15% | -$973K | 4.3% | 9 |
|
|
2017
Q4 | $6.23M | Sell |
46,254
-1,296
| -3% | -$175K | 4.44% | 8 |
|
|
2017
Q3 | $5.95M | Sell |
47,550
-145
| -0.3% | -$18.1K | 3.81% | 10 |
|
|
2017
Q2 | $5.84M | Sell |
47,695
-989
| -2% | -$121K | 3.62% | 11 |
|
|
2017
Q1 | $5.54M | Sell |
48,684
-1,724
| -3% | -$196K | 3.91% | 10 |
|
|
2016
Q4 | $5.29M | Buy |
+50,408
| New | +$5.29M | 5.43% | 6 |
|