Patriot 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $1.2M | Hold |
9,129
| – | – | 0.17% | 63 |
|
2018
Q3 | $1.42M | Hold |
9,129
| – | – | 0.18% | 64 |
|
2018
Q2 | $1.31M | Hold |
9,129
| – | – | 0.18% | 63 |
|
2018
Q1 | $1.24M | Hold |
9,129
| – | – | 0.18% | 69 |
|
2017
Q4 | $1.23M | Hold |
9,129
| – | – | 0.17% | 71 |
|
2017
Q3 | $1.14M | Sell |
9,129
-1,173
| -11% | -$147K | 0.19% | 66 |
|
2017
Q2 | $1.23M | Buy |
+10,302
| New | +$1.23M | 0.21% | 67 |
|