PA
Paracle Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.33M | Buy |
9,571
+486
| +5% | +$118K | 0.42% | 37 |
|
|
2020
Q4 | $2.19M | Sell |
9,085
-100
| -1% | -$24.1K | 0.42% | 36 |
|
|
2020
Q3 | $1.99M | Buy |
9,185
+62
| +0.7% | +$13.4K | 0.43% | 35 |
|
|
2020
Q2 | $1.75M | Sell |
9,123
-2,030
| -18% | -$390K | 0.41% | 36 |
|
|
2020
Q1 | $1.68M | Sell |
11,153
-115
| -1% | -$17.3K | 0.45% | 37 |
|
|
2019
Q4 | $1.98M | Hold |
11,268
| – | – | 0.46% | 31 |
|
|
2019
Q3 | $1.8M | Hold |
11,268
| – | – | 0.44% | 30 |
|
|
2019
Q2 | $1.77M | Hold |
11,268
| – | – | 0.44% | 30 |
|
|
2019
Q1 | $1.71M | Hold |
11,268
| – | – | 0.44% | 31 |
|
|
2018
Q4 | $1.48M | Buy |
11,268
+144
| +1% | +$18.9K | 0.43% | 31 |
|
|
2018
Q3 | $1.74M | Buy |
11,124
+371
| +3% | +$57.9K | 0.51% | 24 |
|
|
2018
Q2 | $1.55M | Buy |
10,753
+233
| +2% | +$33.5K | 0.48% | 22 |
|
|
2018
Q1 | $1.43M | Sell |
10,520
-70
| -0.7% | -$9.52K | 0.46% | 23 |
|
|
2017
Q4 | $1.43M | Buy |
10,590
+7,757
| +274% | +$1.04M | 0.47% | 23 |
|
|
2017
Q3 | $354K | Hold |
2,833
| – | – | 0.12% | 37 |
|
|
2017
Q2 | $337K | Hold |
2,833
| – | – | 0.13% | 34 |
|
|
2017
Q1 | $322K | Sell |
2,833
-314
| -10% | -$35.7K | 0.12% | 38 |
|
|
2016
Q4 | $330K | Buy |
3,147
+313
| +11% | +$32.8K | 0.13% | 40 |
|
|
2016
Q3 | $295K | Buy |
+2,834
| New | +$295K | 0.14% | 40 |
|
|
2016
Q2 | – | Sell |
-2,833
| Closed | -$282K | – | 34 |
|
|
2016
Q1 | $282K | Buy |
+2,833
| New | +$282K | 0.15% | 40 |
|