Pinnacle Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $403K | Buy |
1,658
+366
| +28% | +$89K | 0.02% | 185 |
|
2020
Q4 | $311K | Sell |
1,292
-134
| -9% | -$32.3K | 0.02% | 160 |
|
2020
Q3 | $309K | Hold |
1,426
| – | – | 0.02% | 140 |
|
2020
Q2 | $274K | Sell |
1,426
-239
| -14% | -$45.9K | 0.02% | 147 |
|
2020
Q1 | $251K | Buy |
1,665
+240
| +17% | +$36.2K | 0.02% | 139 |
|
2019
Q4 | $251K | Buy |
+1,425
| New | +$251K | 0.02% | 154 |
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$234K | – | 159 |
|
2018
Q3 | $234K | Buy |
+1,500
| New | +$234K | 0.02% | 146 |
|
2018
Q2 | – | Sell |
-1,500
| Closed | -$204K | – | 167 |
|
2018
Q1 | $204K | Sell |
1,500
-12,377
| -89% | -$1.68M | 0.01% | 182 |
|
2017
Q4 | $1.87M | Buy |
13,877
+503
| +4% | +$67.7K | 0.11% | 49 |
|
2017
Q3 | $1.67M | Buy |
13,374
+7
| +0.1% | +$876 | 0.1% | 51 |
|
2017
Q2 | $1.59M | Buy |
13,367
+765
| +6% | +$91.1K | 0.1% | 52 |
|
2017
Q1 | $1.43M | Buy |
12,602
+36
| +0.3% | +$4.1K | 0.09% | 56 |
|
2016
Q4 | $1.32M | Buy |
12,566
+16
| +0.1% | +$1.68K | 0.09% | 57 |
|
2016
Q3 | $1.29M | Buy |
+12,550
| New | +$1.29M | 0.11% | 37 |
|