Pathstone Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $36M | Buy |
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|
2023
Q2 | $27.1M | Buy |
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|
2023
Q1 | $22.9M | Sell |
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|
2022
Q4 | $37.1M | Buy |
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|
2022
Q3 | $6.18M | Buy |
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|
2022
Q2 | $2.12M | Buy |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $2.95M | Buy |
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|
2021
Q2 | $2.82M | Buy |
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|
2021
Q1 | $2.28M | Sell |
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|
2020
Q4 | $2.39M | Buy |
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|
2020
Q3 | $2.05M | Sell |
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|
2020
Q2 | $2.62M | Sell |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $24.5M | Buy |
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|
2019
Q3 | $2.22M | Sell |
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|
2019
Q2 | $2.19M | Sell |
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|
2019
Q1 | $2.12M | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $283K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $123K | Sell |
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|
2017
Q2 | $688K | Buy |
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|
2017
Q1 | $578K | Sell |
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|
2016
Q4 | $561K | Buy |
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|
2016
Q3 | $102K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $98K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $91K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $97K | Hold |
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|
2014
Q4 | $94K | Hold |
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|
2014
Q3 | $90K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $21K | Sell |
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|
2013
Q4 | $105K | Hold |
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|
2013
Q3 | $96K | Hold |
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|
2013
Q2 | $88K | Buy |
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