Peninsula Wealth’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
Q4 | $680K | Hold |
1,694
| – | – | 0.12% | 60 |
|
|
2024
Q3 | $644K | Hold |
1,694
| – | – | 0.11% | 61 |
|
|
2024
Q2 | $638K | Hold |
1,694
| – | – | 0.12% | 54 |
|
|
2024
Q1 | $571K | Hold |
1,694
| – | – | 0.11% | 59 |
|
|
2023
Q4 | $514K | Hold |
1,694
| – | – | 0.11% | 54 |
|
|
2023
Q3 | $449K | Hold |
1,694
| – | – | 0.11% | 48 |
|
|
2023
Q2 | $466K | Hold |
1,694
| – | – | 0.12% | 44 |
|
|
2023
Q1 | $414K | Hold |
1,694
| – | – | 0.12% | 45 |
|
|
2022
Q4 | $363K | Hold |
1,694
| – | – | 0.11% | 46 |
|
|
2022
Q3 | $356K | Hold |
1,694
| – | – | 0.13% | 42 |
|
|
2022
Q2 | $370K | Hold |
1,694
| – | – | 0.13% | 40 |
|
|
2022
Q1 | $470K | Hold |
1,694
| – | – | 0.13% | 37 |
|
|
2021
Q4 | $518K | Buy |
+1,694
| New | +$518K | 0.14% | 38 |
|
|
2020
Q4 | – | Sell |
-1,294
| Closed | -$281K | – | 36 |
|
|
2020
Q3 | $281K | Hold |
1,294
| – | – | 0.12% | 45 |
|
|
2020
Q2 | $248K | Buy |
+1,294
| New | +$248K | 0.12% | 45 |
|
|
2020
Q1 | – | Sell |
-1,294
| Closed | -$228K | – | 41 |
|
|
2019
Q4 | $228K | Hold |
1,294
| – | – | 0.11% | 37 |
|
|
2019
Q3 | $207K | Hold |
1,294
| – | – | 0.1% | 36 |
|
|
2019
Q2 | $204K | Buy |
+1,294
| New | +$204K | 0.1% | 30 |
|
|
2018
Q4 | – | Sell |
-1,294
| Closed | -$202K | – | 29 |
|
|
2018
Q3 | $202K | Buy |
+1,294
| New | +$202K | 0.11% | 32 |
|