PFA
Paradigm Financial 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
Q4 | $232K | Hold |
758
| – | – | 0.05% | 190 |
|
|
2021
Q3 | $208K | Buy |
758
+1
| +0.1% | +$274 | 0.05% | 209 |
|
|
2021
Q2 | $205K | Buy |
+757
| New | +$205K | 0.05% | 199 |
|
|
2017
Q3 | – | Sell |
-2,988
| Closed | -$356K | – | 112 |
|
|
2017
Q2 | $356K | Sell |
2,988
-303
| -9% | -$36.1K | 0.18% | 73 |
|
|
2017
Q1 | $374K | Buy |
3,291
+1
| +0% | +$114 | 0.19% | 74 |
|
|
2016
Q4 | $345K | Buy |
3,290
+3
| +0.1% | +$315 | 0.19% | 75 |
|
|
2016
Q3 | $342K | Buy |
3,287
+3
| +0.1% | +$312 | 0.2% | 69 |
|
|
2016
Q2 | $329K | Hold |
3,284
| – | – | 0.2% | 67 |
|
|
2016
Q1 | $327K | Sell |
3,284
-1,667
| -34% | -$166K | 0.13% | 70 |
|
|
2015
Q4 | $492K | Buy |
4,951
+14
| +0.3% | +$1.39K | 0.31% | 57 |
|
|
2015
Q3 | $459K | Buy |
4,937
+1,214
| +33% | +$113K | 0.3% | 58 |
|
|
2015
Q2 | $368K | Buy |
3,723
+12
| +0.3% | +$1.19K | 0.28% | 67 |
|
|
2015
Q1 | $367K | Buy |
3,711
+15
| +0.4% | +$1.48K | 0.28% | 67 |
|
|
2014
Q4 | $353K | Buy |
3,696
+11
| +0.3% | +$1.05K | 0.29% | 65 |
|
|
2014
Q3 | $337K | Buy |
3,685
+14
| +0.4% | +$1.28K | 0.29% | 67 |
|
|
2014
Q2 | $333K | Buy |
3,671
+11
| +0.3% | +$998 | 0.28% | 66 |
|
|
2014
Q1 | $317K | Buy |
3,660
+609
| +20% | +$52.7K | 0.29% | 62 |
|
|
2013
Q4 | $262K | Buy |
+3,051
| New | +$262K | 0.26% | 67 |
|