PDS Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,019
| Closed | -$343K | – | 405 |
|
|
2024
Q1 | $343K | Buy |
1,019
+1
| +0.1% | +$337 | 0.04% | 226 |
|
|
2023
Q4 | $309K | Sell |
1,018
-26
| -2% | -$7.89K | 0.04% | 229 |
|
|
2023
Q3 | $278K | Hold |
1,044
| – | – | 0.04% | 223 |
|
|
2023
Q2 | $287K | Sell |
1,044
-22
| -2% | -$6.06K | 0.04% | 227 |
|
|
2023
Q1 | $260K | Buy |
1,066
+2
| +0.2% | +$488 | 0.04% | 221 |
|
|
2022
Q4 | $228K | Buy |
1,064
+3
| +0.3% | +$643 | 0.04% | 181 |
|
|
2022
Q3 | $223K | Hold |
1,061
| – | – | 0.04% | 165 |
|
|
2022
Q2 | $232K | Sell |
1,061
-133
| -11% | -$29.1K | 0.04% | 170 |
|
|
2022
Q1 | $331K | Buy |
1,194
+432
| +57% | +$120K | 0.06% | 134 |
|
|
2021
Q4 | $233K | Buy |
762
+2
| +0.3% | +$612 | 0.04% | 170 |
|
|
2021
Q3 | $208K | Buy |
+760
| New | +$208K | 0.05% | 186 |
|