ParenteBeard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $15.8K | Sell |
1,514
-12,704
| -89% | -$133K | 0.19% | 45 |
|
|
2014
Q3 | $1.3M | Buy |
14,218
+539
| +4% | +$49.4K | 0.55% | 33 |
|
|
2014
Q2 | $1.24M | Buy |
13,679
+1,068
| +8% | +$97.1K | 0.55% | 32 |
|
|
2014
Q1 | $1.09M | Sell |
12,611
-10,941
| -46% | -$947K | 0.54% | 31 |
|
|
2013
Q4 | $2.02M | Sell |
23,552
-4,852
| -17% | -$417K | 0.8% | 30 |
|
|
2013
Q3 | $2.22M | Sell |
28,404
-8,195
| -22% | -$641K | 1.08% | 20 |
|
|
2013
Q2 | $2.66M | Buy |
+36,599
| New | +$2.66M | 1.21% | 20 |
|