PagnatoKarp Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,809
| Closed | -$1.03M | – | 71 |
|
|
2020
Q1 | $1.03M | Buy |
6,809
+12
| +0.2% | +$1.81K | 0.26% | 58 |
|
|
2019
Q4 | $1.2M | Buy |
6,797
+2,165
| +47% | +$381K | 0.21% | 60 |
|
|
2019
Q3 | $739K | Buy |
4,632
+2,735
| +144% | +$436K | 0.15% | 76 |
|
|
2019
Q2 | $299K | Buy |
1,897
+1
| +0.1% | +$158 | 0.06% | 146 |
|
|
2019
Q1 | $287K | Buy |
1,896
+1
| +0.1% | +$151 | 0.06% | 138 |
|
|
2018
Q4 | $248K | Sell |
1,895
-1,086
| -36% | -$142K | 0.05% | 128 |
|
|
2018
Q3 | $466K | Buy |
2,981
+1
| +0% | +$156 | 0.14% | 92 |
|
|
2018
Q2 | $429K | Buy |
2,980
+429
| +17% | +$61.8K | 0.14% | 89 |
|
|
2018
Q1 | $347K | Buy |
2,551
+13
| +0.5% | +$1.77K | 0.15% | 92 |
|
|
2017
Q4 | $342K | Sell |
2,538
-237
| -9% | -$31.9K | 0.1% | 101 |
|
|
2017
Q3 | $347K | Buy |
+2,775
| New | +$347K | 0.09% | 102 |
|